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Sponsor portfolio

MANKATO CLINIC LTD

EIN 41-0849339-medical practice-Latest filing 2025
Plans
3
Retirement
1
$236.0M assets
Welfare
2
$831K premiums
Participants
3,226
1230 EAST MAIN STREET - MANKATO, MN 56002507-625-1811mankatoclinic.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$236.0M - 1,198 part#501Mixed-$831K - 826 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $831K premiums / 826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$831K
  • Life$617K
  • Short-term disability$617K
  • Long-term disability$617K
Total $831K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA74%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
  • VITAL WORKLIFE2%
Total $831K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LOCKTON COMPANIES, LLC79%
  • USI INSURANCE SERVICES LLC21%
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#001

MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$236.0M
Participants1,198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MANKATO CLINIC LTD HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$831K
Covered lives826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN401k$236.0M1,1982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MANKATO CLINIC LTD HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$831K8262025
001MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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