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Sponsor portfolioTH

H.M. CRAGG COMPANY

EIN 41-0948899-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$44.0M assets
Welfare
1
$2.2M premiums
Participants
523
10250 YELLOW CIRCLE DR. - EDEN PRAIRIE, MN 55343800-672-7244
Plans on this EIN
3 filings
#002ESOP-$27.8M - 171 part#001401k-$16.2M - 215 part#502Fully Insured-$2.2M - 237 lives

Retirement portfolio analytics

2 plans aggregated / $44.0M assets / 386 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $44.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)215
  • PLAN AND TRUST (#002)171
Total 386Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Health$2.0M
  • Dental$2.0M
  • Life$160K
  • Short-term disability$160K
  • Long-term disability$160K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HEALTHPARTNERS INSURANCE COMPANY92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • EYEMED VISION CARE1%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $80K1 slice

Plan deep-dives

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

H. M. CRAGG CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$27.8M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$16.2M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HM CRAGG HEALTH & WELFARE PLAN

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$2.2M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002H. M. CRAGG CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$27.8M1712025
001H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN401k$16.2M2152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HM CRAGG HEALTH & WELFARE PLANFully InsuredHEALTHPARTNERS INSURANCE COMPANY$2.2M2372025
Retirement plans
Welfare plans
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