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Sponsor portfolioTH

CONSTELLATION, INC.

EIN 41-1625287-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$51.4M assets
Welfare
1
$914K premiums
Participants
493
7701 FRANCE AVENUE SOUTH, SUITE 500 - MINNEAPOLIS, MN 554355288952-838-6700
Plans on this EIN
3 filings
#002401k-$33.6M - 225 part#001MoneyPurchase-$17.8M - 268 part#501Mixed-$914K - 323 lives

Retirement portfolio analytics

2 plans aggregated / $51.4M assets / 493 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CONSTELLATION, INC. 401(K) (#002)65%
  • CONSTELLATION, INC. PENSION (#001)35%
Total $51.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY65%
  • (Not disclosed)35%
Total $51.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTELLATION, INC. PENSION (#001)268
  • CONSTELLATION, INC. 401(K) (#002)225
Total 493Click row to drill in

Benefits portfolio analytics

1 plan / $914K premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$833K
  • Vision$833K
  • Other$56K
  • Life$37K
  • Long-term disability$25K
Total $914K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • STANDARD INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $914K4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BROWN & BROWN INSURANCE SERVICES68%
  • HAYS COMPANIES, INC.19%
  • WATCHTOWER TECHNOLOGIES INC13%
Total $6K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONSTELLATION, INC. 401(K) PLAN

401k

Assets$33.6M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CONSTELLATION, INC. PENSION PLAN

MoneyPurchase

Assets$17.8M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSTELLATION, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$914K
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CONSTELLATION, INC. 401(K) PLAN401k$33.6M2252024
001CONSTELLATION, INC. PENSION PLANMoneyPurchase$17.8M2682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSTELLATION, INC. EMPLOYEE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$914K3232024
Retirement plans
Welfare plans
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