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Sponsor portfolio

HERREGAN DISTRIBUTORS, INC.

EIN 41-0902579-wholesale-Latest filing 2025
Plans
3
Retirement
2
$23.9M assets
Welfare
1
$94K premiums
Participants
460
3695 KENNEBEC DRIVE - EAGAN, MN 55121651-452-7200herregan.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#001401k-$23.4M - 169 part#002ESOP-$470K - 145 part#503Mixed-$94K - 146 lives

Retirement portfolio analytics

2 plans aggregated / $23.9M assets / 314 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SHARING - 401(K) (#001)98%
  • EMPLOYEE STOCK OWNERSHIP (#002)2%
Total $23.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • ALERUS FINANCIAL, N.A.98%
  • (Not disclosed)2%
Total $23.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING - 401(K) (#001)169
  • EMPLOYEE STOCK OWNERSHIP (#002)145
Total 314Click row to drill in

Benefits portfolio analytics

1 plan / $94K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$94K
  • Long-term disability$94K
  • Other$94K
Total $94K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $94K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $16K1 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

HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN

401k

Assets$23.4M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERREGAN DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$470K
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HERREGAN DISTRIBUTORS, INC. LIFE AND DISABILITY PLANS

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$94K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN401k$23.4M1692024
002HERREGAN DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$470K1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HERREGAN DISTRIBUTORS, INC. LIFE AND DISABILITY PLANSMixedHARTFORD LIFE AND ACCIDENT$94K1462025
Retirement plans
Welfare plans
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