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Sponsor portfolioTH

RIVERVIEW HEALTHCARE ASSOCIATION

EIN 41-0724029-Latest filing 2025
Plans
3
Retirement
2
$47.1M assets
Welfare
1
$458K premiums
Participants
998
323 SOUTH MINNESOTA STREET - CROOKSTON, MN 56716218-281-9407
Plans on this EIN
3 filings
#012403b-$25.9M - 453 part#005401k-$21.3M - 332 part#505Mixed-$458K - 390 lives

Retirement portfolio analytics

2 plans aggregated / $47.1M assets / 785 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFERRED ANNUITY PLAN (#012)55%
  • ASSOCIATION EMPLOYEES' PENSION (#005)45%
Total $47.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE55%
  • (Not disclosed)45%
Total $47.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#012)453
  • ASSOCIATION EMPLOYEES' PENSION (#005)332
Total 785Click row to drill in

Benefits portfolio analytics

1 plan / $458K premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$273K
  • Life$236K
  • Short-term disability$236K
  • Long-term disability$236K
  • Dental$164K
  • Vision$22K
Total $458K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITEDHEALTHCARE INSURANCE COMPANY51%
  • DELTA DENTAL OF CALIFORNIA36%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN5%
Total $458K4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • USI INSURANCE SERVICES LLC71%
  • MARSH & MCLENNAN AGENCY LLC24%
  • NATIONAL ENROLLMENT PARTNERS LLC2%
  • JACQUELINE BARTHELEMY1%
  • ASHLEY MARIA HOUTMAN1%
  • +3 more
Total $48K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#012

RIVERVIEW HEALTHCARE ASSOCIATION TAX DEFERRED ANNUITY PLAN

403b

Assets$25.9M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

RIVERVIEW HEALTHCARE ASSOCIATION EMPLOYEES' PENSION PLAN

401k

Assets$21.3M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

RIVERVIEW HEALTHCARE ASSOCIATION WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$458K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
012RIVERVIEW HEALTHCARE ASSOCIATION TAX DEFERRED ANNUITY PLAN403b$25.9M4532024
005RIVERVIEW HEALTHCARE ASSOCIATION EMPLOYEES' PENSION PLAN401k$21.3M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505RIVERVIEW HEALTHCARE ASSOCIATION WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$458K3902025
Retirement plans
Welfare plans
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