Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$179K
- Other$158K
- Long-term disability$119K
- Short-term disability$89K
- Vision$55K
Sponsor portfolioTH
ADOLFSON & PETERSON, INC.
EIN 41-0731300ConstructionLatest filing 2024
Plans
2
Retirement
1
$84.2M assets
Welfare
1
$600K premiums
Participants
1,396
8000 NORMAN CENTER DRIVE SUITE 1000 - MINNEAPOLIS, MN 55437925-417-8368
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $600K premiums / 1,128 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
- UNITEDHEALTHCARE INSURANCE COMPANY28%
- NIVATI5%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADOLFSON & PETERSON, INC. SALARY SAVINGS PLAN
401k
Assets$84.2M
Participants826
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE BENEFIT PLAN OF ADOLFSON AND PETERSON, INC.
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$600K
Covered lives1,128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADOLFSON & PETERSON, INC. SALARY SAVINGS PLAN | 401k | $84.2M | 826 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE BENEFIT PLAN OF ADOLFSON AND PETERSON, INC. | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $600K | 1,128 | 2024 |
Retirement plans
Welfare plans