Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOLTON & MENK, INC.
EIN 41-0832249civil engineeringLatest filing 2025
Plans
3
Retirement
2
$270.1M assets
Welfare
1
$1.1M premiums
Participants
3,578
1960 PREMIER DRIVE - MANKATO, MN 560015900507-625-4171bolton-menk.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $270.1M assets / 2,452 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 1,126 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$432K
- Life$287K
- Other$287K
- Long-term disability$234K
- Vision$144K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
- VISION SERVICE PLAN13%
Broker market share
Schedule A broker compensation
71%top
- BROWN & BROWN INSURANCE SERVICES71%
- ARCHON LLC16%
- PROFESSION GROUP PLANS13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BOLTON & MENK, INC. 401(K) PLAN
401k
Assets$192.5M
Participants1,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BOLTON & MENK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$77.7M
Participants1,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BOLTON & MENK, INC. BENEFITNESS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BOLTON & MENK, INC. 401(K) PLAN | 401k | $192.5M | 1,365 | 2025 | |
| 003 | BOLTON & MENK, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $77.7M | 1,087 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | BOLTON & MENK, INC. BENEFITNESS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.1M | 1,126 | 2025 |
Retirement plans
Welfare plans