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  2. SCOTT CARVER DAKOTA CAP AGENCY, INC.
Sponsor portfolio

SCOTT CARVER DAKOTA CAP AGENCY, INC.

EIN 41-0903890-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$956K premiums
Participants
342
738 FIRST AVENUE EAST - EAST SHAKOPEE, MN 55379952-496-2125capagency.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$5.0M - 230 part#502Fully Insured-$956K - 117 lives

Benefits portfolio analytics

1 plan / $956K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$829K
  • Prescription drug$829K
  • Dental$64K
  • Life$59K
  • Short-term disability$59K
  • Long-term disability$59K
  • +2 more
Total $956K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DELTA DENTAL OF CALIFORNIA7%
  • STANDARD INSURANCE COMPANY6%
  • EYEMED VISION CARE0%
Total $956K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $55K1 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

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCOTT-CARVER-DAKOTA CAP AGENCY, INC.

401k

Assets$5.0M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SCOTT CARVER DAKOTA CAP AGENCY, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINESOTA

Premiums$956K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCOTT-CARVER-DAKOTA CAP AGENCY, INC.401k$5.0M2302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SCOTT CARVER DAKOTA CAP AGENCY, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINESOTA$956K1172025
Retirement plans
Welfare plans
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