Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MINNESOTA ELEVATOR, INC.
EIN 41-0972538printingLatest filing 2025
Plans
7
Retirement
2
$142.7M assets
Welfare
5
$5.3M premiums
Participants
788
Retirement portfolio analytics
2 plans aggregated / $142.7M assets / 568 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $5.3M premiums / 1,184 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$190K
- Life$131K
- Short-term disability$131K
- Long-term disability$131K
- Other$131K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- HEALTHPARTNERS INSURANCE COMPANY5%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$103.6M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MINNESOTA ELEVATOR, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$39.1M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MINNESOTA ELEVATOR, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$3.7M
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HEALTH INSURANCE
Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$1.4M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MINNESOTA ELEVATOR GROUP DENTAL PLAN
Fully Insured - HEALTHPARTNERS, INC.
Premiums$88K
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
LIFE INSURANCE
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$62K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
VISION INSURANCE
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Premiums$7K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $103.6M | 178 | 2025 | |
| 003 | MINNESOTA ELEVATOR, INC. 401(K) PROFIT SHARING PLAN | 401k | $39.1M | 390 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MINNESOTA ELEVATOR, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $3.7M | 400 | 2025 | |
| 503 | HEALTH INSURANCE | Fully Insured | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $1.4M | 205 | 2024 | |
| 502 | MINNESOTA ELEVATOR GROUP DENTAL PLAN | Fully Insured | HEALTHPARTNERS, INC. | $88K | 378 | 2024 | |
| 507 | LIFE INSURANCE | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $62K | 201 | 2024 | |
| 504 | VISION INSURANCE | Fully Insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $7K | 0 | 2024 |
Retirement plans
Welfare plans