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  2. Merchants Financial Group, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Merchants Financial Group, Inc.

EIN 41-1504721-financial services-Latest filing 2025
Plans
3
Retirement
2
$124.2M assets
Health & Benefits
1
$610K premiums
Participants
1,408
PO BOX 248 - WINONA, MN 55987507-457-1193LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002401(k)-$70.7M - 633 part#003ESOP-$53.5M - 426 part#530Mixed-$610K - 586 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $124.2M assets / 1,059 participants

Assets by plan

Share of aggregate retirement assets

  • INC. 401(K) Savings (#002)$70.7M
  • EMPLOYEE STOCK OWNERSHIP (#003)$53.5M
Total $124.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)633
  • EMPLOYEE STOCK OWNERSHIP (#003)426
Total 1,059Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

401(k)

Assets$70.7M
Participants633
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

MERCHANTS FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$53.5M
Participants426
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#530

MERCHANTS FINANCIAL GROUP EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF MINNESOTA

Premiums$610K
Covered lives586
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN401(k)$70.7M6332025
#003MERCHANTS FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$53.5M4262025
  • MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN$70.7M
    #002 · 401(k) · 2025633
  • MERCHANTS FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$53.5M
    #003 · ESOP · 2025426

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#530MERCHANTS FINANCIAL GROUP EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF MINNESOTA$610K5862025
  • MERCHANTS FINANCIAL GROUP EMPLOYEE BENEFIT PLAN$610K
    #530 · Mixed · DELTA DENTAL OF MINNESOTA · 2025586
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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