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Sponsor portfolio

NORTHERN FACTORY SALES, INC.

EIN 41-1571247-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$99.9M assets
Welfare
1
$1.1M premiums
Participants
325
PO BOX 660 - WILLMAR, MN 56201320-235-2288LinkedIn1-10 employees
Plans on this EIN
3 filings
#003ESOP-$93.1M - 100 part#001401k-$6.8M - 111 part#501Fully Insured-$1.1M - 112 lives

Retirement portfolio analytics

2 plans aggregated / $99.9M assets / 211 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PLAN AND TRUST (#003)93%
  • PROFIT SHARING PLAN (#001)7%
Total $99.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)111
  • PLAN AND TRUST (#003)100
Total 211Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$965K
  • Dental$44K
  • Other$35K
  • Life$21K
  • Long-term disability$9K
  • Vision$7K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MEDICA INSURANCE COMPANY91%
  • HEALTHPARTNERS INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • FIRST STOP HEALTH1%
  • EYEMED VISION CARE1%
  • +2 more
Total $1.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • CHRISTENSEN GROUP INC99%
  • NATIONAL ENROLLMENT PARTNERS LLC0%
  • TOBIAS JONATHAN BRUST0%
  • ROBERT SCOTT BRUNER0%
  • ELIZABETH MARIE LANGEVIN0%
  • +3 more
Total $47K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NORTHERN FACTORY SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$93.1M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NORTHERN FACTORY SALES, INC. PROFIT SHARING PLAN

401k

Assets$6.8M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHERN FACTORY SALES, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$1.1M
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NORTHERN FACTORY SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$93.1M1002025
001NORTHERN FACTORY SALES, INC. PROFIT SHARING PLAN401k$6.8M1112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHERN FACTORY SALES, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredMEDICA INSURANCE COMPANY$1.1M1122025
Retirement plans
Welfare plans
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