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  2. JEFF BELZER'S TODD CHEVROLET, INC.
Sponsor portfolio

JEFF BELZER'S TODD CHEVROLET, INC.

EIN 41-1385667-Latest filing 2025
Plans
4
Retirement
1
$12.6M assets
Welfare
3
$1.4M premiums
Participants
743
21111 CEDAR AVENUE - LAKEVILLE, MN 55044952-469-4444
Plans on this EIN
4 filings
#002401k-$12.6M - 312 part#501Fully Insured-$1.2M - 182 lives#502Fully Insured-$183K - 94 lives#503Fully Insured-$6K - 152 lives

Benefits portfolio analytics

3 plans / $1.4M premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$183K
  • Vision$183K
  • Life$6K
  • Other$6K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • MEDICA INSURANCE COMPANY87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • KRAUS-ANDERSON INSURANCE54%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS39%
  • NFP INSURANCE SERVICES INC5%
  • GIS BENEFITS INC2%
  • OSBORNE PROPERTIES LTD PTNRSHP0%
  • +1 more
Total $87K6 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

JEFF BELZER 401(K) PLAN

401k

Assets$12.6M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFF BELZER'S HEALTH INSURANCE PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$1.2M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JEFF BELZER'S DENTAL/VISION INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$183K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

JEFF BELZER'S LIFE/AD&D INSURANCE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$6K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JEFF BELZER 401(K) PLAN401k$12.6M3122024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFF BELZER'S HEALTH INSURANCE PLANFully InsuredMEDICA INSURANCE COMPANY$1.2M1822025
502JEFF BELZER'S DENTAL/VISION INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$183K942025
503JEFF BELZER'S LIFE/AD&D INSURANCE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$6K1522025
Retirement plans
Welfare plans
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