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TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED

EIN 41-0579540-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
2
$151.5M assets
Welfare
2
$328K premiums
Participants
1,867
3311 E OLD SHAKOPEE RD, SUITE 300 - BLOOMINGTON, MN 55425651-292-4400
Plans on this EIN
4 filings
#001401k-$88.6M - 571 part#002ESOP-$62.9M - 501 part#502Fully Insured-$306K - 423 lives#501Mixed-$22K - 713 lives

Retirement portfolio analytics

2 plans aggregated / $151.5M assets / 1,072 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • 401(K) FLEXIBLE Savings (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#002)42%
Total $151.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) FLEXIBLE Savings (#001)571
  • EMPLOYEE STOCK OWNERSHIP (#002)501
Total 1,072Click row to drill in

Benefits portfolio analytics

2 plans / $328K premiums / 1,136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$306K
  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
  • Vision$22K
Total $328K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA93%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Total $328K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $41K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED 401(K) FLEXIBLE SAVINGS PLAN

401k

Assets$88.6M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$62.9M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR GROUP LIFE AD&D AND DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$306K
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR HEALTH CARE PLAN

Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$22K
Covered lives713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED 401(K) FLEXIBLE SAVINGS PLAN401k$88.6M5712025
002TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLANESOP$62.9M5012025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR GROUP LIFE AD&D AND DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$306K4232025
501TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR HEALTH CARE PLANMixedFIDELITY SECURITY LIFE INSURANCE COMPANY$22K7132025
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