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EBENEZER SOCIETY

EIN 41-0706141-medical practice-Latest filing 2024
Plans
4
Retirement
2
$82.1M assets
Welfare
2
$891K premiums
Participants
12,888
7505 METRO BLVD., SUITE 100 - EDINA, MN 55439612-672-5050LinkedIn11-50 employeesmedical practice
Plans on this EIN
4 filings
#003401k-$64.4M - 5,906 part#002401k-$17.7M - 1,751 part#532Mixed-$891K - 2,868 lives#533Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $82.1M assets / 7,657 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) PROFIT-SHARING PLAN (#003)78%
  • 403B THRIFT PLAN (#002)22%
Total $82.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PROFIT-SHARING PLAN (#003)5,906
  • 403B THRIFT PLAN (#002)1,751
Total 7,657Click row to drill in

Benefits portfolio analytics

2 plans / $891K premiums / 2,868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$483K
  • Life$294K
  • Vision$67K
  • Other$48K
Total $891K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA54%
  • SECURIAN LIFE INSURANCE COMPANY36%
  • VISION SERVICE PLAN7%
  • ARAG INSURANCE COMPANY2%
Total $891K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EBENEZER SOCIETY 401(K) PROFIT-SHARING PLAN

401k

Assets$64.4M
Participants5,906
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EBENEZER SOCIETY 403B THRIFT PLAN

401k

Assets$17.7M
Participants1,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#532

EBENEZER SOCIETY WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$891K
Covered lives2,868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533

EBENEZER SOCIETY SEVERANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EBENEZER SOCIETY 401(K) PROFIT-SHARING PLAN401k$64.4M5,9062024
002EBENEZER SOCIETY 403B THRIFT PLAN401k$17.7M1,7512024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
532EBENEZER SOCIETY WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$891K2,8682024
533EBENEZER SOCIETY SEVERANCE PLANSelf Funded-$002024
Retirement plans
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