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Sponsor portfolioTH

MINNEAPOLIS CLINIC OF NEUROLOGY LTD

EIN 41-0999094-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$74.4M assets
Welfare
1
$3.3M premiums
Participants
512
4225 GOLDEN VALLEY ROAD - MINNEAPOLIS, MN 55422763-588-0661minneapolisclinic.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$72.7M - 373 part#003TraditionalDB-$1.7M - 0 part#512Mixed-$3.3M - 292 lives

Retirement portfolio analytics

2 plans aggregated / $74.4M assets / 373 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SHARING & 401(K) (#001)98%
  • CLINIC EMPLOYEES' PENSION (#003)2%
Total $74.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • (Not disclosed)98%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
Total $74.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING & 401(K) (#001)373
Total 373Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Life$165K
  • Long-term disability$165K
  • Other$165K
  • Vision$14K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • MEDICA INSURANCE COMPANY95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • EYEMED VISION CARE0%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $131K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN

401k

Assets$72.7M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MINNEAPOLIS CLINIC EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$1.7M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

MINNEAPOLIS CLINIC OF NEUROLOGY COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$3.3M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN401k$72.7M3732024
003MINNEAPOLIS CLINIC EMPLOYEES' PENSION PLANTraditionalDB$1.7M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512MINNEAPOLIS CLINIC OF NEUROLOGY COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedMEDICA INSURANCE COMPANY$3.3M2922025
Retirement plans
Welfare plans
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