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Sponsor portfolio

LARSON ENGINEERING, INC.

EIN 41-1396375-design-Latest filing 2025
Plans
7
Retirement
2
$73.2M assets
Welfare
5
$197K premiums
Participants
1,162
3524 LABORE ROAD - WHITE BEAR LAKE, MN 551105126651-481-9120larsonengr.comLinkedIn51-200 employeesdesign
Plans on this EIN
7 filings
#001401k-$39.4M - 232 part#002ESOP-$33.8M - 207 part#508Fully Insured-$151K - 267 lives#504Fully Insured-$28K - 158 lives#507Fully Insured-$12K - 276 lives#502Fully Insured-$5K - 158 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $73.2M assets / 439 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • ENGINEERING RETIREMENT PLAN (#001)54%
  • PLAN AND TRUST (#002)46%
Total $73.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENGINEERING RETIREMENT PLAN (#001)232
  • PLAN AND TRUST (#002)207
Total 439Click row to drill in

Benefits portfolio analytics

5 plans / $197K premiums / 859 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$151K
  • Long-term disability$28K
  • Vision$12K
  • Life$5K
  • Other$5K
Total $197K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • DELTA DENTAL OF CALIFORNIA77%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA17%
  • EYEMED VISION CARE6%
Total $197K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $18K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LARSON ENGINEERING RETIREMENT PLAN

401k

Assets$39.4M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LARSON ENGINEERING, INC. FIRST RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$33.8M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

LARSON ENGINEERING DENTAL PLAN

Fully Insured - DELTA DENTAL OF MINNESOTA

Premiums$151K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LARSON ENGINEERING LTD PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$28K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LARSON ENGINEERING VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$12K
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LARSON ENGINEERING, INC BASIC LIFE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$5K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LARSON ENGINEERING HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LARSON ENGINEERING RETIREMENT PLAN401k$39.4M2322025
002LARSON ENGINEERING, INC. FIRST RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$33.8M2072024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
508LARSON ENGINEERING DENTAL PLANFully InsuredDELTA DENTAL OF MINNESOTA$151K2672025
504LARSON ENGINEERING LTD PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$28K1582025
507LARSON ENGINEERING VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$12K2762025
502LARSON ENGINEERING, INC BASIC LIFE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$5K1582025
503LARSON ENGINEERING HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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