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Sponsor portfolioTH

CARR'S TREE SERVICE, INC.

EIN 41-1283074-consumer services-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$609K premiums
Participants
613
307 STATE HWY 78 N - OTTERTAIL, MN 56571218-367-3355carrstreeservice.comLinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$5.3M - 309 part#501Mixed-$609K - 273 lives

Benefits portfolio analytics

1 plan / $609K premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$375K
  • Other$167K
  • Life$137K
  • Short-term disability$111K
  • Long-term disability$111K
  • Dental$54K
  • +1 more
Total $609K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HEALTHPARTNERS INSURANCE COMPANY62%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • STARMOUNT LIFE INSURANCE COMPANY11%
Total $609K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $65K1 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

CARR'S TREE SERVICE, INC. 401(K) PLAN

401k

Assets$5.3M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARR'S TREE SERVICE, INC EMPLOYEE BENEFITS PLAN

Mixed - HEALTHPARTNERS ADMINISTRATORS, INC

Premiums$609K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARR'S TREE SERVICE, INC. 401(K) PLAN401k$5.3M3092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARR'S TREE SERVICE, INC EMPLOYEE BENEFITS PLANMixedHEALTHPARTNERS ADMINISTRATORS, INC$609K2732025
Retirement plans
Welfare plans
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