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Sponsor portfolio

BOKERS, INC.

EIN 41-0947742-aviation & aerospace-Latest filing 2025
Plans
3
Retirement
2
$21.4M assets
Welfare
1
$1.5M premiums
Participants
215
3104 SNELLING AVENUE - MINNEAPOLIS, MN 55406612-278-6066bokers.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
3 filings
#002TraditionalDB-$13.9M - 74 part#004401k-$7.5M - 44 part#501Fully Insured-$1.5M - 170 lives

Retirement portfolio analytics

2 plans aggregated / $21.4M assets / 118 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC. SALARIED PENSION (#002)65%
  • INC. OFFICE 401(K) (#004)35%
Total $21.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. SALARIED PENSION (#002)74
  • INC. OFFICE 401(K) (#004)44
Total 118Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$132K
  • Vision$132K
  • Life$132K
  • Short-term disability$132K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MEDICA INSURANCE COMPANY91%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • NATIONAL ENROLLMENT PARTNERS LLC10%
Total $64K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOKERS, INC. SALARIED PENSION PLAN

TraditionalDB

Assets$13.9M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BOKER'S, INC. OFFICE 401(K) PLAN

401k

Assets$7.5M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S INC.

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$1.5M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOKERS, INC. SALARIED PENSION PLANTraditionalDB$13.9M742024
004BOKER'S, INC. OFFICE 401(K) PLAN401k$7.5M442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S INC.Fully InsuredMEDICA INSURANCE COMPANY$1.5M1702025
Retirement plans
Welfare plans
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