Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	HIAWATHA VALLEY MENTAL HEALTH CENTER GROUP HEALTH BENEFIT PLAN	Fully Insured	UNITEDHEALTHCARE INSURANCE COMPANY	$1.5M	151	2024
502	WELFARE BENEFIT OF HIAWATHA VALLEY MENTAL HEALTH CENTER	Fully Insured	PRINCIPAL LIFE INSURANCE COMPANY	$154K	210	2024

Retirement plans

Welfare plans

Sponsor portfolio

HIAWATHA VALLEY MENTAL HEALTH CENTER

EIN 41-0889423mental health careLatest filing 2024

Plans

Retirement

$4.4M assets

Welfare

$1.7M premiums

Participants

487

420 E SARNIA STREET - WINONA, MN 559876442507-453-6220hvmhc.orgLinkedIn51-200 employeesmental health care

Plans on this EIN

3 filings

#001403b-$4.4M - 188 part #501Fully Insured-$1.5M - 151 lives #502Fully Insured-$154K - 210 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 361 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.5M
Vision$154K
Life$154K
Short-term disability$154K
Long-term disability$154K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

91%top

UNITEDHEALTHCARE INSURANCE COMPANY91%
PRINCIPAL LIFE INSURANCE COMPANY9%

Broker market share

Schedule A broker compensation

Single broker

100%top

FK BENEFITS LLC100%

Plan deep-dives

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

Retirement#001

403(B) THRIFT PLAN FOR HIAWATHA VALLEY MENTAL HEALTH CENTER

403b

Assets$4.4M

Participants188

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501