Assets by plan
Share of aggregate retirement assets
Filings through .
Minnesota Elevator, Inc
EIN 41-0972538printingLatest filing 2025
Plans
7
Retirement
2
$142.7M assets
Health & Benefits
5
$5.3M premiums
Participants
788
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $142.7M assets / 568 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $5.3M premiums / 1,184 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$103.6M
Participants178
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
MINNESOTA ELEVATOR, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$39.1M
Participants390
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MINNESOTA ELEVATOR, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$3.7M
Covered lives400
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
HEALTH INSURANCE
Fully insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$1.4M
Covered lives205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
MINNESOTA ELEVATOR GROUP DENTAL PLAN
Fully insured - HEALTHPARTNERS, INC.
Premiums$88K
Covered lives378
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
LIFE INSURANCE
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$62K
Covered lives201
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
VISION INSURANCE
Fully insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Premiums$7K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| 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 | 401(k) | $39.1M | 390 | 2025 |
- #004 · ESOP · 2025178
- #003 · 401(k) · 2025390
Health & Benefits plans
5 plans on this EIN
| 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 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF MINNESOTA · 2025400
- HEALTH INSURANCE$1.4M#503 · Fully insured · BLUE CROSS AND BLUE SHIELD OF MINNESOTA · 2024205
- #502 · Fully insured · HEALTHPARTNERS, INC. · 2024378
- LIFE INSURANCE$62K#507 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2024201
- #504 · Fully insured · EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO · 20240
Retirement plans
Health & Benefits plans