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Sponsor portfolio

BOULAY PLLP

EIN 41-0887288-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$69.1M assets
Welfare
1
$2.8M premiums
Participants
616
11095 VIKING DRIVE, #500 - EDEN PRAIRIE, MN 55344952-893-9320
Plans on this EIN
2 filings
#001401k-$69.1M - 378 part#502Fully Insured-$2.8M - 368 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$225K
  • Life$188K
  • Short-term disability$188K
  • Long-term disability$188K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • DELTA DENTAL OF CALIFORNIA8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • EYEMED VISION CARE1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • WATCHTOWER TECHNOLOGIES INC5%
Total $124K2 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

BOULAY RETIREMENT PLAN AND TRUST

401k

Assets$69.1M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BOULAY PLLP WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$2.8M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOULAY RETIREMENT PLAN AND TRUST401k$69.1M3782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BOULAY PLLP WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$2.8M3682025
Retirement plans
Welfare plans
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