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Sponsor portfolio

THOMAS ALLEN, INC.

EIN 41-1465839-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$272K premiums
Participants
1,155
1550 HUMBOLDT AVENUE - WEST ST PAUL, MN 55118651-450-1802thomasalleninc.comLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$9.5M - 675 part#502Mixed-$272K - 480 lives

Benefits portfolio analytics

1 plan / $272K premiums / 480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$257K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • Other$257K
  • Vision$15K
Total $272K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • METROPOLITAN LIFE INSURANCE COMPANY94%
  • EYEMED VISION CARE6%
Total $272K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $30K1 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

THOMAS ALLEN, INCORPORATED PROFIT SHARING PLAN

401k

Assets$9.5M
Participants675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THOMAS ALLEN, INC. HEALTH PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$272K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THOMAS ALLEN, INCORPORATED PROFIT SHARING PLAN401k$9.5M6752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THOMAS ALLEN, INC. HEALTH PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$272K4802025
Retirement plans
Welfare plans
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