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  2. POHLAD COMPANIES, LLC
Sponsor portfolioTH

POHLAD COMPANIES, LLC

EIN 37-1452807-investment management-Latest filing 2024
Plans
9
Retirement
2
$371.7M assets
Welfare
7
$2.8M premiums
Participants
8,108
250 NICOLLET MALL, SUITE 600 - MINNEAPOLIS, MN 55401612-661-3924pohladcompanies.comLinkedIn1001-5000 employeesinvestment management
Plans on this EIN
9 filings
#001401k-$371.4M - 2,026 part#002Retirement-$361K - 10 part#503Self Funded-$1.3M - 2,617 lives#501Fully Insured-$1.0M - 2,008 lives#507Fully Insured-$203K - 1,694 lives#508Fully Insured-$147K - 103 lives#510Mixed-$92K - 429 lives#509Fully Insured-$64K - 1,576 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $371.7M assets / 2,036 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • COMPANIES RETIREMENT Savings (#001)100%
  • 401(K) RETIREMENT PLAN (#002)0%
Total $371.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $371.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANIES RETIREMENT Savings (#001)2,026
  • 401(K) RETIREMENT PLAN (#002)10
Total 2,036Click row to drill in

Benefits portfolio analytics

7 plans / $2.8M premiums / 8,427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.3M
  • Stop-loss$1.3M
  • Life$1.0M
  • Long-term disability$1.0M
  • Vision$203K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • BLUE CROSS OF CALIFORNIA46%
  • HARTFORD LIFE AND ACCIDENT37%
  • EYEMED VISION CARE7%
  • GENWORTH LIFE INSURANCE COMPANY5%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • +1 more
Total $2.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • GALLAGHER BENEFIT SERVICES, INC.57%
  • BROWN AND BROWN OF FLORIDA, INC.38%
  • PAMELA C. DEVINE3%
  • ADP INC2%
Total $345K4 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

POHLAD COMPANIES RETIREMENT SAVINGS PLAN

401k

Assets$371.4M
Participants2,026
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMERCE 401(K) RETIREMENT PLAN

Retirement plan

Assets$361K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

POHLAD COMPANIES MEDICAL AND DENTAL PLAN

Self Funded - BCBSMN, INC., DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$1.3M
Covered lives2,617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

POHLAD COMPANIES, LLC LIFE, DISABILITY AND ACCIDENTAL DEATH INSURANCE

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$1.0M
Covered lives2,008
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

POHLAD COMPANIES, LLC VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$203K
Covered lives1,694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

POHLAD COMPANIES, LLC LTC PLAN

Fully Insured - GENWORTH LIFE INSURANCE COMPANY

Premiums$147K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

POHLAD COMPANIES, LLC ACCIDENT AND CRITICAL ILLNESS PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$92K
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

POHLAD COMPANIES, LLC EMPLOYEE ASSISTANCE PLAN

Fully Insured - CONCERN EAP

Premiums$64K
Covered lives1,576
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

POHLAD COMPANIES, LLC 125 BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001POHLAD COMPANIES RETIREMENT SAVINGS PLAN401k$371.4M2,0262024
002COMMERCE 401(K) RETIREMENT PLAN-$361K102024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
503POHLAD COMPANIES MEDICAL AND DENTAL PLANSelf FundedBCBSMN, INC., DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA$1.3M2,6172024
501POHLAD COMPANIES, LLC LIFE, DISABILITY AND ACCIDENTAL DEATH INSURANCEFully InsuredHARTFORD LIFE AND ACCIDENT$1.0M2,0082024
507POHLAD COMPANIES, LLC VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$203K1,6942024
508POHLAD COMPANIES, LLC LTC PLANFully InsuredGENWORTH LIFE INSURANCE COMPANY$147K1032024
510POHLAD COMPANIES, LLC ACCIDENT AND CRITICAL ILLNESS PLANMixedRELIASTAR LIFE INSURANCE COMPANY$92K4292024
509POHLAD COMPANIES, LLC EMPLOYEE ASSISTANCE PLANFully InsuredCONCERN EAP$64K1,5762024
505POHLAD COMPANIES, LLC 125 BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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