PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STUBBE & ASSOCIATES, INC.
Sponsor portfolio

STUBBE & ASSOCIATES, INC.

EIN 41-1546926-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$14.6M assets
Welfare
1
$81K premiums
Participants
401
14525 HIGHWAY 7, #365 - MINNETONKA, MN 553453737612-470-4908
Plans on this EIN
3 filings
#001401k-$12.5M - 125 part#002ESOP-$2.0M - 190 part#501Fully Insured-$81K - 189 lives

Retirement portfolio analytics

2 plans aggregated / $14.6M assets / 315 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • ASSOCIATES, INC. Savings (#001)86%
  • EMPLOYEE STOCK OWNERSHIP (#002)14%
Total $14.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)190
  • ASSOCIATES, INC. Savings (#001)125
Total 315Click row to drill in

Benefits portfolio analytics

1 plan / $81K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$38K
  • Short-term disability$38K
  • Life$6K
  • Other$6K
Total $81K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $81K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FLAGSHIP INSURANCE SERVICES INC100%
Total $8K1 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

STUBBE & ASSOCIATES, INC. SAVINGS PLAN

401k

Assets$12.5M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STUBBE & ASSOCIATES, INC. 2011 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.0M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STUBBE & ASSOCIATES, INC.

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$81K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STUBBE & ASSOCIATES, INC. SAVINGS PLAN401k$12.5M1252024
002STUBBE & ASSOCIATES, INC. 2011 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLANESOP$2.0M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STUBBE & ASSOCIATES, INC.Fully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$81K1892024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica