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Sponsor portfolio

CURTIS SQUIRE, INC.

EIN 41-0661668-investment management-Latest filing 2025
Plans
3
Retirement
1
$11.1M assets
Welfare
2
$1.7M premiums
Participants
500
7777 GOLDEN TRIANGLE DRIVE, SUITE 150 - EDEN PRAIRIE, MN 55344612-276-1816curtissquire.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$11.1M - 260 part#511Mixed-$1.6M - 179 lives#501Fully Insured-$17K - 105 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$67K
  • Life$50K
  • Short-term disability$50K
  • Long-term disability$50K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • BENCHMARK INSURANCE COMPANY1%
  • EYEMED VISION CARE0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $60K1 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

CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN

401k

Assets$11.1M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

CURTIS SQUIRE, INC. COMPREHENSIVE HEALTH & WELFARE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$1.6M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PROXIMAL

Fully Insured - BENCHMARK INSURANCE COMPANY

Premiums$17K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN401k$11.1M2602024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511CURTIS SQUIRE, INC. COMPREHENSIVE HEALTH & WELFARE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$1.6M1792025
501PROXIMALFully InsuredBENCHMARK INSURANCE COMPANY$17K1052025
Retirement plans
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