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Sponsor portfolioTH

MERCHANTS FINANCIAL GROUP, INC.

EIN 41-1504721-financial services-Latest filing 2025
Plans
3
Retirement
2
$112.0M assets
Welfare
1
$610K premiums
Participants
1,415
PO BOX 248 102 EAST THIRD STREET - WINONA, MN 55987507-457-1100LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$64.9M - 631 part#003ESOP-$47.1M - 435 part#530Mixed-$610K - 586 lives

Retirement portfolio analytics

2 plans aggregated / $112.0M assets / 1,066 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • INC. 401(K) Savings (#002)58%
  • EMPLOYEE STOCK OWNERSHIP (#003)42%
Total $112.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)631
  • EMPLOYEE STOCK OWNERSHIP (#003)435
Total 1,066Click row to drill in

Benefits portfolio analytics

1 plan / $610K premiums / 586 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$297K
  • Long-term disability$114K
  • Life$110K
  • Other$110K
  • Short-term disability$68K
  • Vision$22K
Total $610K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • VISION SERVICE PLAN4%
Total $610K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • GCG FINANCIAL LLC0%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$64.9M
Participants631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MERCHANTS FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.1M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

MERCHANTS FINANCIAL GROUP EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF MINNESOTA

Premiums$610K
Covered lives586
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN401k$64.9M6312024
003MERCHANTS FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$47.1M4352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530MERCHANTS FINANCIAL GROUP EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF MINNESOTA$610K5862025
Retirement plans
Welfare plans
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