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Sponsor portfolioTH

THE IMAGINE GROUP

EIN 41-1612906-Latest filing 2025
Plans
2
Retirement
1
$116.4M assets
Welfare
1
$2.0M premiums
Participants
2,929
1000 VALLEY PARK DRIVE - SHAKOPEE, MN 55379952-903-4519
Plans on this EIN
2 filings
#001401k-$116.4M - 1,629 part#502Mixed-$2.0M - 1,300 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$733K
  • Long-term disability$733K
  • Other$733K
  • Vision$97K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • RELIASTAR LIFE INSURANCE COMPANY37%
  • VISION SERVICE PLAN5%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • BROWN & BROWN INSURANCE SERVICES86%
  • WATCHTOWER TECHNOLOGIES INC7%
  • PLANSOURCE BENEFITS ADMINISTRATION7%
Total $149K3 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

THE IMAGINE GROUP 401(K) SAVINGS PLAN

401k

Assets$116.4M
Participants1,629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE IMAGINE GROUP HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC

Premiums$2.0M
Covered lives1,300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE IMAGINE GROUP 401(K) SAVINGS PLAN401k$116.4M1,6292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE IMAGINE GROUP HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC$2.0M1,3002025
Retirement plans
Welfare plans
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