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  2. SPS COMPANIES, INC.
Sponsor portfolio

SPS COMPANIES, INC.

EIN 41-0719467-wholesale-Latest filing 2025
Plans
3
Retirement
2
$99.9M assets
Welfare
1
$1.1M premiums
Participants
464
6363 STATE HWY 7 - ST. LOUIS PARK, MN 55416952-929-1377spscompanies.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#002ESOP-$86.9M - 116 part#004401k-$13.0M - 184 part#502Mixed-$1.1M - 168 lives

Retirement portfolio analytics

2 plans aggregated / $99.9M assets / 300 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#002)87%
  • INC. SALARY Savings (#004)13%
Total $99.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. SALARY Savings (#004)184
  • EMPLOYEE STOCK OWNERSHIP (#002)116
Total 300Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$986K
  • Vision$986K
  • Life$103K
  • Short-term disability$103K
  • Long-term disability$103K
  • Other$103K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $67K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SPS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$86.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SPS COMPANIES, INC. SALARY SAVINGS PLAN

401k

Assets$13.0M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SPS COMPANIES, INC. FLEX PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$86.9M1162025
004SPS COMPANIES, INC. SALARY SAVINGS PLAN401k$13.0M1842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SPS COMPANIES, INC. FLEX PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1682025
Retirement plans
Welfare plans
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