Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.9M
- Prescription drug$4.9M
- Other$1.2M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- +2 more
Sponsor portfolio
WILLISTON FINANCIAL GROUP, LLC
EIN 27-1434397insuranceLatest filing 2025
Plans
2
Retirement
1
$98.1M assets
Welfare
1
$7.2M premiums
Participants
3,238
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.2M premiums / 2,492 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- KAISER FOUNDATION HEALTH PLAN INC67%
- LIFE INSURANCE COMPANY OF NORTH AMERICA15%
- METROPOLITAN LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN2%
- AFLAC1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- USI INSURANCE SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLISTON FINANCIAL GROUP LLC 401(K) PLAN
401k
Assets$98.1M
Participants1,745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLISTON FINANCIAL GROUP HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$7.2M
Covered lives2,492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLISTON FINANCIAL GROUP LLC 401(K) PLAN | 401k | $98.1M | 1,745 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLISTON FINANCIAL GROUP HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $7.2M | 2,492 | 2025 |
Retirement plans
Welfare plans