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Sponsor portfolio

HERCULIFT INC

EIN 41-0968548-machinery-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$2.8M premiums
Participants
471
5655 HIGHWAY 12 - MAPLE PLAIN, MN 553599401763-479-2501herculift.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$21.7M - 261 part#501Fully Insured-$2.8M - 299 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Short-term disability$179K
  • Vision$144K
  • Life$144K
  • Long-term disability$144K
  • Dental$13K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HEALTHPARTNERS INSURANCE COMPANY93%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • DDMN ASO, LLC0%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MATTHEW C FELKNOR97%
  • NATIONAL ENROLLMENT PARTNERS LLC2%
  • ROBERT SCOTT BRUNER1%
  • TR INSURANCE ADVISORS INC0%
  • WORLD INSURANCE ASSOCIATES LLC0%
  • +3 more
Total $73K8 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

HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN

401k

Assets$21.7M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERC-U-LIFT WELFARE BENEFITS

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$2.8M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN401k$21.7M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERC-U-LIFT WELFARE BENEFITSFully InsuredHEALTHPARTNERS INSURANCE COMPANY$2.8M2992025
Retirement plans
Welfare plans
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