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Sponsor portfolioTH

CRYSTAL VALLEY COOPERATIVE

EIN 41-0208969-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$200K premiums
Participants
525
1911 EXCEL DRIVE - MANKATO, MN 56001507-726-4442
Plans on this EIN
2 filings
#001401k-$26.4M - 321 part#501Mixed-$200K - 204 lives

Benefits portfolio analytics

1 plan / $200K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$200K
  • Life$189K
  • Short-term disability$189K
  • Other$189K
Total $200K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • HARTFORD LIFE AND ACCIDENT94%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $200K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • BROWN & BROWN INSURANCE SERVICES3%
Total $18K2 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

CRYSTAL VALLEY 401(K) PLAN

401k

Assets$26.4M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRYSTAL VALLEY COOPERATIVE HEALTH & WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$200K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRYSTAL VALLEY 401(K) PLAN401k$26.4M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRYSTAL VALLEY COOPERATIVE HEALTH & WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$200K2042025
Retirement plans
Welfare plans
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