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Sponsor portfolio

NORTH STATES INDUSTRIES, INC.

EIN 41-0739037-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$23.8M assets
Welfare
1
$64K premiums
Participants
350
5455 HIGHWAY 169 - PLYMOUTH, MN 554421903763-486-1754northstatesind.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#003ESOP-$20.4M - 122 part#004401k-$3.4M - 114 part#501Fully Insured-$64K - 111 lives

Retirement portfolio analytics

2 plans aggregated / $23.8M assets / 236 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#003)86%
  • PROFIT SHARING PLAN (#004)14%
Total $23.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)122
  • PROFIT SHARING PLAN (#004)114
Total 236Click row to drill in

Benefits portfolio analytics

1 plan / $64K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • Other$64K
Total $64K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $64K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $13K1 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

NORTH STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.4M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

NORTH STATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH STATES INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$64K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NORTH STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$20.4M1222025
004NORTH STATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN401k$3.4M1142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH STATES INDUSTRIES, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$64K1112025
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