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Sponsor portfolioTH

KOWALSKI COMPANIES, INC.

EIN 41-1500646-Latest filing 2025
Plans
4
Retirement
3
$37.5M assets
Welfare
1
$2.1M premiums
Participants
1,383
3180 SOUTHDALE CENTER - EDINA, MN 55435651-698-7816
Plans on this EIN
4 filings
#001401k-$19.9M - 289 part#002401k-$15.8M - 827 part#004401k-$1.8M - 120 part#502Fully Insured-$2.1M - 232 lives

Retirement portfolio analytics

3 plans aggregated / $37.5M assets / 1,236 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN AND TRUST (#001)53%
  • FOR UNION EMPLOYEES (#002)42%
  • CENTRAL SERVICES EMPLOYEES (#004)5%
Total $37.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#002)827
  • PLAN AND TRUST (#001)289
  • CENTRAL SERVICES EMPLOYEES (#004)120
Total 1,236Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$201K
  • Life$201K
  • Short-term disability$201K
  • Long-term disability$201K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MEDICA INSURANCE COMPANY89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • BENCHMARK INSURANCE COMPANY1%
  • EYEMED VISION CARE0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $79K1 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

KOWALSKI COMPANIES, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST

401k

Assets$19.9M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KOWALSKI COMPANIES, INC. 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$15.8M
Participants827
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KOWALSKI COMPANIES, INC. 401(K) PLAN FOR CENTRAL SERVICES EMPLOYEES

401k

Assets$1.8M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KOWALSKI HEALTH AND WELFARE PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$2.1M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001KOWALSKI COMPANIES, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST401k$19.9M2892024
002KOWALSKI COMPANIES, INC. 401(K) PLAN FOR UNION EMPLOYEES401k$15.8M8272024
004KOWALSKI COMPANIES, INC. 401(K) PLAN FOR CENTRAL SERVICES EMPLOYEES401k$1.8M1202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KOWALSKI HEALTH AND WELFARE PLANFully InsuredMEDICA INSURANCE COMPANY$2.1M2322025
Retirement plans
Welfare plans
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