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Sponsor portfolioTH

NORTH STAR MUTUAL INSURANCE COMPANY

EIN 41-0446480-insurance-Latest filing 2025
Plans
4
Retirement
2
$116.9M assets
Welfare
2
$417K premiums
Participants
1,349
269 BARSTAD RD. S. - COTTONWOOD, MN 56229507-423-6262northstarmutual.comLinkedIn201-500 employeesinsurance
Plans on this EIN
4 filings
#001TraditionalDB-$64.7M - 352 part#002401k-$52.2M - 343 part#501Mixed-$416K - 311 lives#002Fully Insured-$501 - 1 lives

Retirement portfolio analytics

2 plans aggregated / $116.9M assets / 695 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MUTUAL INSURANCE COMPANY (#001)55%
  • INSURANCE COMPANY 401(K) (#002)45%
Total $116.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MUTUAL INSURANCE COMPANY (#001)352
  • INSURANCE COMPANY 401(K) (#002)343
Total 695Click row to drill in

Benefits portfolio analytics

2 plans / $417K premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$252K
  • Long-term disability$237K
  • Other$237K
  • Dental$164K
  • Vision$164K
Total $417K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
  • NORTHWESTERN MUTUAL0%
Total $417K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • GALLAGHER BENEFIT SERVICES, INC.71%
  • MARC A GROVE23%
  • ENROLLEASE6%
Total $82K3 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

PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANY

TraditionalDB

Assets$64.7M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORTH STAR MUTUAL INSURANCE COMPANY 401(K) PLAN

401k

Assets$52.2M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH STAR MUTUAL INSURANCE COMPANY HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$416K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

NORTH STAR MUTUAL INSURANCE COMPANY 401(K) PLAN

Fully Insured - NORTHWESTERN MUTUAL

Premiums$501
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANYTraditionalDB$64.7M3522024
002NORTH STAR MUTUAL INSURANCE COMPANY 401(K) PLAN401k$52.2M3432025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH STAR MUTUAL INSURANCE COMPANY HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$416K3112025
002NORTH STAR MUTUAL INSURANCE COMPANY 401(K) PLANFully InsuredNORTHWESTERN MUTUAL$50112025
Retirement plans
Welfare plans
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