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Sponsor portfolioTH

HARVEY VOGEL MANUFACTURING CO.

EIN 41-0827433-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$12.6M assets
Welfare
1
$2.2M premiums
Participants
492
425 WEIR DRIVE - WOODBURY, MN 55125651-739-7373harveyvogel.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$9.9M - 62 part#002401k-$2.7M - 180 part#501Fully Insured-$2.2M - 272 lives

Retirement portfolio analytics

2 plans aggregated / $12.6M assets / 242 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • PROFIT SHARING PLAN (#002)22%
Total $12.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)180
  • PROFIT SHARING PLAN (#001)62
Total 242Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$99K
  • Vision$83K
  • Life$83K
  • Short-term disability$83K
  • Other$83K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • 20/20 ADVISOR GROUP71%
  • ASSOCIATED AGENCIES, INC21%
  • GIS BENEFITS INC5%
  • ASSOCIATES AGENCIES, INC.2%
  • GCG FINANCIAL LLC1%
Total $98K5 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

HARVEY VOGEL MANUFACTURING CO. SALARIED EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

401k

Assets$9.9M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HARVEY VOGEL MANUFACTURING CO. HOURLY EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

401k

Assets$2.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARVEY VOGEL MANUFACTURING CO WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MINNESOTA AND BLUE PLUS

Premiums$2.2M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HARVEY VOGEL MANUFACTURING CO. SALARIED EMPLOYEES' 401(K) AND PROFIT SHARING PLAN401k$9.9M622025
002HARVEY VOGEL MANUFACTURING CO. HOURLY EMPLOYEES' 401(K) AND PROFIT SHARING PLAN401k$2.7M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARVEY VOGEL MANUFACTURING CO WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF MINNESOTA AND BLUE PLUS$2.2M2722025
Retirement plans
Welfare plans
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