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Sponsor portfolio

GARDA CAPITAL PARTNERS LLC

EIN 32-0476073-investment management-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$2.5M premiums
Participants
285
305 LAKE ST E - WAYZATA, MN 55391612-330-4900gardacp.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$18.8M - 160 part#501Fully Insured-$2.5M - 265 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Vision$2.2M
  • Dental$146K
  • Life$127K
  • Long-term disability$127K
  • Other$127K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • NFP INSURANCE SERVICES INC87%
  • ENROLLEASE13%
Total $116K2 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

GARDA CAPITAL PARTNERS 401(K) PLAN

401k

Assets$18.8M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GARDA CAPITAL PARTNERS WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUSS

Premiums$2.5M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GARDA CAPITAL PARTNERS 401(K) PLAN401k$18.8M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GARDA CAPITAL PARTNERS WRAP BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUSS$2.5M2652025
Retirement plans
Welfare plans
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