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Sponsor portfolio

TRI-VALLEY OPPORTUNITY COUNCIL, INC.

EIN 41-0888488-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$237K premiums
Participants
854
107 NORTH BROADWAY, SUITE 200, PO BOX 607 - CROOKSTON, MN 56716218-281-0522tvoc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$17.9M - 616 part#501Mixed-$237K - 235 lives

Benefits portfolio analytics

1 plan / $237K premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$93K
  • Long-term disability$50K
  • Other$50K
  • Life$38K
  • Short-term disability$35K
  • Vision$21K
Total $237K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • STANDARD INSURANCE COMPANY61%
  • STARMOUNT LIFE INSURANCE COMPANY39%
Total $237K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $29K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC.

401k

Assets$17.9M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRI-VALLEY OPPORTUNITY COUNCIL, INC. WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$237K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF TRI-VALLEY OPPORTUNITY COUNCIL, INC.401k$17.9M6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRI-VALLEY OPPORTUNITY COUNCIL, INC. WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$237K2352025
Retirement plans
Welfare plans
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