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Sponsor portfolioTH

QUALI TECH, LLC

EIN 41-0912923-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$55K premiums
Participants
307
318 LAKE HAZELTINE DRIVE - CHASKA, MN 55318952-448-5151
Plans on this EIN
2 filings
#001401k-$10.8M - 175 part#506Mixed-$55K - 219 lives

Benefits portfolio analytics

1 plan / $55K premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$42K
  • Life$42K
  • Long-term disability$42K
  • Dental$6K
  • Vision$6K
Total $55K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • HEALTHPARTNERS INSURANCE COMPANY12%
  • EYEMED VISION CARE11%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $55K4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BROWN & BROWN INSURANCE SERVICES68%
  • USI INSURANCE SERVICES LLC32%
  • BETH E. LASSETER0%
Total $11K3 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

QUALI TECH, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$10.8M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

QUALI TECH, LLC WRAP BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$55K
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001QUALI TECH, LLC 401(K) PROFIT SHARING PLAN401k$10.8M1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506QUALI TECH, LLC WRAP BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$55K2192025
Retirement plans
Welfare plans
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