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  2. PADILLA SPEER BEARDSLEY INC.
Sponsor portfolio

PADILLA SPEER BEARDSLEY INC.

EIN 41-0793514-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$45.5M assets
Welfare
1
$2.6M premiums
Participants
544
1101 WEST RIVER PARKWAY, SUITE 400 - MINNEAPOLIS, MN 55415161-245-5170
Plans on this EIN
2 filings
#003401k-$45.5M - 366 part#503Mixed-$2.6M - 173 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Other$183K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Vision$20K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • EYEMED VISION CARE1%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • CHRISTENSEN GROUP INC91%
  • MARC A GROVE9%
Total $101K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AVENIR GLOBAL US RETIREMENT PLAN

401k

Assets$45.5M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PADILLA SPEER BEARDSLEY INC EMPLOYEE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$2.6M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003AVENIR GLOBAL US RETIREMENT PLAN401k$45.5M3662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PADILLA SPEER BEARDSLEY INC EMPLOYEE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA$2.6M1732025
Retirement plans
Welfare plans
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