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Sponsor portfolio

SFM MUTUAL INSURANCE COMPANY

EIN 41-1459789-Latest filing 2025
Plans
2
Retirement
1
$91.7M assets
Welfare
1
$307K premiums
Participants
791
3500 AMERICAN BLVD W STE 700 - BLOOMINGTON, MN 55431952-838-4495
Plans on this EIN
2 filings
#001401k-$91.7M - 411 part#502Mixed-$307K - 396 lives

Benefits portfolio analytics

1 plan / $307K premiums / 396 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$288K
  • Life$238K
  • Short-term disability$238K
  • Long-term disability$238K
  • Vision$19K
Total $307K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HARTFORD LIFE AND ACCIDENT77%
  • METROPOLITAN LIFE INSURANCE COMPANY16%
  • EYEMED VISION CARE6%
Total $307K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $40K1 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

SFM MUTUAL INSURANCE COMPANY SAVINGS AND RETIREMENT PLAN

401k

Assets$91.7M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SFM MUTUAL INSURANCE COMPANY FLEXIBLE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$307K
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SFM MUTUAL INSURANCE COMPANY SAVINGS AND RETIREMENT PLAN401k$91.7M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SFM MUTUAL INSURANCE COMPANY FLEXIBLE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$307K3962025
Retirement plans
Welfare plans
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