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Sponsor portfolio

SURMODICS, INC.

EIN 41-1356149-medical devices-Latest filing 2025
Plans
2
Retirement
1
$63.0M assets
Welfare
1
$4.9M premiums
Participants
677
9924 W 74TH STREET - EDEN PRAIRIE, MN 55344952-500-7000surmodics.comLinkedIn201-500 employeesmedical devices
Plans on this EIN
2 filings
#001401k-$63.0M - 414 part#501Mixed-$4.9M - 278 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Health$4.6M
  • Life$246K
  • Short-term disability$246K
  • Long-term disability$246K
  • Vision$37K
Total $4.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • MEDICA INSURANCE COMPANY94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $148K1 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

SURMODICS, INC. 401(K) PLAN AND TRUST

401k

Assets$63.0M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURMODICS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$4.9M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURMODICS, INC. 401(K) PLAN AND TRUST401k$63.0M4142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURMODICS, INC. HEALTH AND WELFARE BENEFIT PLANMixedMEDICA INSURANCE COMPANY$4.9M2782025
Retirement plans
Welfare plans
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