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Sponsor portfolio

VIKING DRILL & TOOL, INC.

EIN 36-2702410-construction-Latest filing 2025
Plans
3
Retirement
2
$74.7M assets
Welfare
1
$3.1M premiums
Participants
933
355 STATE ST - SAINT PAUL, MN 551071620651-227-8911vikingdrill.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#005ESOP-$54.8M - 405 part#003401k-$19.8M - 295 part#501Mixed-$3.1M - 481 lives

Retirement portfolio analytics

2 plans aggregated / $74.7M assets / 700 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#005)73%
  • TOOL, INC. RETIREMENT/Savings (#003)27%
Total $74.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • (Not disclosed)73%
  • JOHN HANCOCK LIFE INSURANCE COMPANY27%
Total $74.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#005)405
  • TOOL, INC. RETIREMENT/Savings (#003)295
Total 700Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Other$134K
  • Life$109K
Total $3.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HEALTH PARTNERS95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MICHAEL HERMAN71%
  • USI INSURANCE SERVICES LLC24%
  • UNITED OF OMAHA LIFE INSURANCE CO5%
Total $146K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

VIKING DRILL & TOOL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$54.8M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VIKING DRILL & TOOL, INC. RETIREMENT/SAVINGS PLAN

401k

Assets$19.8M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIKING DRILL & TOOL INC. WELFARE BENEFIT PLAN

Mixed - HEALTH PARTNERS INSURANCE CO.

Premiums$3.1M
Covered lives481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005VIKING DRILL & TOOL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$54.8M4052025
003VIKING DRILL & TOOL, INC. RETIREMENT/SAVINGS PLAN401k$19.8M2952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIKING DRILL & TOOL INC. WELFARE BENEFIT PLANMixedHEALTH PARTNERS INSURANCE CO.$3.1M4812025
Retirement plans
Welfare plans
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