Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$57.7M
Filings through .
Innovance, Inc.
EIN 41-0980946mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$96.0M assets
Health & Benefits
1
$1.1M premiums
Participants
1,343
505 WEST FRONT STREET - ALBERT LEA, MN 56007507-377-5305innovance.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $96.0M assets / 969 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 374 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$815K
- Other$121K
- Life$114K
- Dental$106K
- Long-term disability$67K
- Vision$23K
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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#001
INNOVANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
401(k)
Assets$57.7M
Participants534
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
INNOVANCE, INC. 401(K) PLAN
401(k)
Assets$38.2M
Participants435
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
INNOVANCE INC WELFARE BENEFIT PLAN
Fully insured - BCBS OF MINNESOTA
Premiums$1.1M
Covered lives374
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INNOVANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | 401(k) | $57.7M | 534 | 2025 |
| #002 | INNOVANCE, INC. 401(K) PLAN | 401(k) | $38.2M | 435 | 2025 |
- #001 · 401(k) · 2025534
- #002 · 401(k) · 2025435
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INNOVANCE INC WELFARE BENEFIT PLAN | Fully insured | BCBS OF MINNESOTA | $1.1M | 374 | 2025 |
- #501 · Fully insured · BCBS OF MINNESOTA · 2025374
Retirement plans
Health & Benefits plans