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Sponsor portfolio

NORTHROCK PARTNERS, LLC

EIN 27-4761668-financial services-Latest filing 2024
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$1.8M premiums
Participants
373
225 SOUTH SIXTH STREET, SUITE 1400 - MINNEAPOLIS, MN 55402612-367-8800northrockpartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$20.0M - 214 part#501Mixed-$1.8M - 275 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$131K
  • Other$103K
  • Life$74K
  • Long-term disability$61K
  • Vision$13K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • MEDICA INSURANCE COMPANY86%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • GALLAGHER BENEFIT SERVICES, INC.81%
  • MARSH & MCLENNAN AGENCY LLC15%
  • MARC A GROVE4%
Total $71K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTHROCK PARTNERS 401K AND PROFIT SHARING PLAN

401k

Assets$20.0M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHROCK PARTNERS, LLC

Mixed - MEDICA INSURANCE COMPANY

Premiums$1.8M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHROCK PARTNERS 401K AND PROFIT SHARING PLAN401k$20.0M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHROCK PARTNERS, LLCMixedMEDICA INSURANCE COMPANY$1.8M2752024
Retirement plans
Welfare plans
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