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Sponsor portfolio

MENTAL HEALTH RESOURCES, INC.

EIN 41-1273885-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$428K premiums
Participants
544
2577 WEST TERRITORIAL ROAD, SUITE 2577 - ST. PAUL, MN 55114651-659-2900
Plans on this EIN
2 filings
#002401k-$16.3M - 333 part#555Mixed-$428K - 255 lives

Benefits portfolio analytics

1 plan / $428K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$227K
  • Dental$186K
  • Life$154K
  • Short-term disability$154K
  • Long-term disability$154K
  • Vision$15K
Total $428K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • HEALTHPARTNERS INSURANCE COMPANY43%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • NICE HEALTHCARE16%
  • EYEMED VISION CARE4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $428K5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • USI INSURANCE SERVICES LLC33%
  • THE HORTON GROUP7%
  • DAVID J. KLEINSMITH1%
  • DOUGLAS B VAN WYK1%
  • +1 more
Total $44K6 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

MHR RETIREMENT SAVINGS PLAN

401k

Assets$16.3M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

MENTAL HEALTH RESOURCES, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - HEALTHPARTNERS, INC.

Premiums$428K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MHR RETIREMENT SAVINGS PLAN401k$16.3M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
555MENTAL HEALTH RESOURCES, INC. HEALTH & WELFARE BENEFITS PLANMixedHEALTHPARTNERS, INC.$428K2552025
Retirement plans
Welfare plans
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