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Sponsor portfolio

TRELLIS MANAGEMENT CO.

EIN 41-1655760-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
$2.1M premiums
Participants
489
810 S 7TH STREET SUITE 300 - MINNEAPOLIS, MN 55415952-600-7389
Plans on this EIN
3 filings
#001401k-$4.9M - 186 part#502Mixed-$1.9M - 134 lives#501Fully Insured-$261K - 167 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$261K
  • Vision$261K
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HEALTHPARTNERS INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CHRISTENSEN GROUP INC100%
Total $94K1 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

TRELLIS MANAGEMENT CO RETIREMENT SAVINGS PLAN

401k

Assets$4.9M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRELLIS MANAGEMENT COMPANY MEDICAL PLAN

Mixed - HEALTHPARTNERS

Premiums$1.9M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRELLIS MANAGEMENT COMPANY ANCILLARY BENEFITS PLAN

Fully Insured - GUARDIAN

Premiums$261K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRELLIS MANAGEMENT CO RETIREMENT SAVINGS PLAN401k$4.9M1862025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRELLIS MANAGEMENT COMPANY MEDICAL PLANMixedHEALTHPARTNERS$1.9M1342025
501TRELLIS MANAGEMENT COMPANY ANCILLARY BENEFITS PLANFully InsuredGUARDIAN$261K1672025
Retirement plans
Welfare plans
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