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  2. FORKLIFTS OF MINNESOTA, INC.
Sponsor portfolio

FORKLIFTS OF MINNESOTA, INC.

EIN 41-0734498-machinery-Latest filing 2025
Plans
4
Retirement
2
$16.1M assets
Welfare
2
$1.7M premiums
Participants
397
2201 WEST 94TH STREET - BLOOMINGTON, MN 55431952-887-5400forkliftsofmn.comLinkedIn51-200 employeesmachinery
Plans on this EIN
4 filings
#001401k-$10.7M - 62 part#002401k-$5.4M - 82 part#551Fully Insured-$1.7M - 233 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $16.1M assets / 144 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • INC. RETIREMENT Savings (#001)66%
  • FOR UNION MEMBERS (#002)34%
Total $16.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION MEMBERS (#002)82
  • INC. RETIREMENT Savings (#001)62
Total 144Click row to drill in

Benefits portfolio analytics

2 plans / $1.7M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$117K
  • Vision$117K
  • Life$18K
  • Other$18K
  • Short-term disability$12K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • FLAGSHIP INSURANCE SERVICES INC89%
  • BENEUSA LLC11%
Total $45K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORKLIFTS OF MINNESOTA, INC. RETIREMENT SAVINGS PLAN

401k

Assets$10.7M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FORKLIFTS OF MINNESOTA RETIREMENT SAVINGS PLAN FOR UNION MEMBERS

401k

Assets$5.4M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#551

FORKLIFTS OF MINNESOTA INC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$1.7M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FORKLIFTS OF MINNESOTA HRA PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORKLIFTS OF MINNESOTA, INC. RETIREMENT SAVINGS PLAN401k$10.7M622025
002FORKLIFTS OF MINNESOTA RETIREMENT SAVINGS PLAN FOR UNION MEMBERS401k$5.4M822025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
551FORKLIFTS OF MINNESOTA INC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$1.7M2332025
501FORKLIFTS OF MINNESOTA HRA PLANSelf Funded-$002025
Retirement plans
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