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Sponsor portfolio

CONCEPT MACHINE TOOL SALES, LLC

EIN 41-1241969-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$383K premiums
Participants
361
15625 MEDINA ROAD - MINNEAPOLIS, MN 55447763-559-1975
Plans on this EIN
2 filings
#002401k-$13.8M - 193 part#501Fully Insured-$383K - 257 lives

Benefits portfolio analytics

1 plan / $383K premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$239K
  • Dental$239K
  • Other$115K
  • Life$96K
  • Long-term disability$67K
  • Short-term disability$20K
  • +1 more
Total $383K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HEALTHPARTNERS INSURANCE COMPANY62%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • STARMOUNT LIFE INSURANCE COMPANY2%
Total $383K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • THE HORTON GROUP16%
Total $44K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONCEPT 401(K) PLAN

401k

Assets$13.8M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCEPT MACHINE TOOL SALES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$383K
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONCEPT 401(K) PLAN401k$13.8M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCEPT MACHINE TOOL SALES, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredHEALTHPARTNERS INSURANCE COMPANY$383K2572025
Retirement plans
Welfare plans
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