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Sponsor portfolio

VERTIN COMPANY

EIN 41-1404354-Latest filing 2025
Plans
2
Retirement
1
$24.1M assets
Welfare
1
$465K premiums
Participants
994
8000 WEST 78TH STREET, SUITE 450 - EDINA, MN 55439218-643-5595
Plans on this EIN
2 filings
#001401k-$24.1M - 733 part#501Fully Insured-$465K - 261 lives

Benefits portfolio analytics

1 plan / $465K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$190K
  • Prescription drug$190K
  • Dental$159K
  • Vision$159K
  • Other$115K
  • Life$89K
  • +2 more
Total $465K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • BLUE CROSS OF CALIFORNIA41%
  • STARMOUNT LIFE INSURANCE COMPANY34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA25%
Total $465K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • USI INSURANCE SERVICES LLC72%
  • MARC A GROVE28%
Total $77K2 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

VERTIN COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$24.1M
Participants733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERTIN COMPANY HEALTH, LIFE, AND AD&D PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$465K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERTIN COMPANY 401(K) PROFIT SHARING PLAN401k$24.1M7332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERTIN COMPANY HEALTH, LIFE, AND AD&D PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$465K2612025
Retirement plans
Welfare plans
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