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Sponsor portfolioTH

MINNWEST CORPORATION

EIN 41-1549950-banking-Latest filing 2025
Plans
3
Retirement
2
$77.3M assets
Welfare
1
$283K premiums
Participants
1,294
14820 HIGHWAY 7 SUITE 200 - MINNETONKA, MN 55345952-230-9805LinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$72.5M - 526 part#002ESOP-$4.8M - 371 part#501Mixed-$283K - 397 lives

Retirement portfolio analytics

2 plans aggregated / $77.3M assets / 897 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • MINNWEST CORPORATION 401(K) (#001)94%
  • EMPLOYEE STOCK OWNERSHIP (#002)6%
Total $77.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MINNWEST CORPORATION 401(K) (#001)526
  • EMPLOYEE STOCK OWNERSHIP (#002)371
Total 897Click row to drill in

Benefits portfolio analytics

1 plan / $283K premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$245K
  • Long-term disability$245K
  • Other$245K
  • Vision$38K
Total $283K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • STARMOUNT LIFE INSURANCE COMPANY13%
Total $283K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • ENROLLEASE81%
  • NFP INSURANCE SERVICES INC19%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MINNWEST CORPORATION 401(K) PLAN

401k

Assets$72.5M
Participants526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MINNWEST CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.8M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MINNWEST CORPORATION WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$283K
Covered lives397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MINNWEST CORPORATION 401(K) PLAN401k$72.5M5262024
002MINNWEST CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$4.8M3712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MINNWEST CORPORATION WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$283K3972025
Retirement plans
Welfare plans
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