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Sponsor portfolio

INNOVATIVE OFFICE SOLUTIONS LLC

EIN 36-4550688-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$322K premiums
Participants
607
151 EAST CLIFF ROAD - BURNSVILLE, MN 55337952-698-9262
Plans on this EIN
2 filings
#002401k-$18.7M - 332 part#501Mixed-$322K - 458 lives

Benefits portfolio analytics

1 plan / $322K premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
  • Other$306K
  • Vision$16K
Total $322K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SYMETRA LIFE INSURANCE COMPANY95%
  • EYEMED VISION CARE5%
Total $322K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BROWN & BROWN INSURANCE SERVICES88%
  • HAYS COMPANIES, INC.12%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN

401k

Assets$18.7M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INNOVATIVE OFFICE SOLUTIONS HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$322K
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN401k$18.7M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INNOVATIVE OFFICE SOLUTIONS HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$322K4582025
Retirement plans
Welfare plans
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