Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$869K
- Dental$110K
- Vision$110K
- Life$110K
- Long-term disability$110K
- Other$110K
Sponsor portfolio
ELEVATE PROPERTY MANAGEMENT, LLC
EIN 27-3695592Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$979K premiums
Participants
272
856 LAKE STREET EAST - WAYZATA, MN 553911803952-373-0772
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $979K premiums / 116 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- MEDICA INSURANCE COMPANY89%
- SUN LIFE ASSURANCE COMPANY OF CANADA11%
Broker market share
Schedule A broker compensation
99%top
- NFP INSURANCE SERVICES INC99%
- ENROLLEASE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ELEVATE PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.6M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
ELEVATE PROPERTY MANAGEMENT LLC GROUP BENEFITS WRA
Mixed - MEDICA INSURANCE COMPANY
Premiums$979K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELEVATE PROPERTY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.6M | 162 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | ELEVATE PROPERTY MANAGEMENT LLC GROUP BENEFITS WRA | Mixed | MEDICA INSURANCE COMPANY | $979K | 116 | 2025 |
Retirement plans
Welfare plans