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Sponsor portfolio

HENNEPIN HEALTHCARE RESEARCH INSTITUTE

EIN 41-1677920-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$51.1M assets
Welfare
1
$144K premiums
Participants
821
701 PARK AVE, PP7,700 - MINNEAPOLIS, MN 55415612-873-5308hhrinstitute.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$31.0M - 341 part#002403b-$20.1M - 287 part#501Mixed-$144K - 193 lives

Retirement portfolio analytics

2 plans aggregated / $51.1M assets / 628 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • INSTITUTE RETIREMENT PLAN (#001)61%
  • INSTITUTE 403(B) Savings (#002)39%
Total $51.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE RETIREMENT PLAN (#001)341
  • INSTITUTE 403(B) Savings (#002)287
Total 628Click row to drill in

Benefits portfolio analytics

1 plan / $144K premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$144K
  • Life$124K
  • Long-term disability$95K
  • Health$20K
Total $144K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $144K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $28K1 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

HENNEPIN HEALTHCARE RESEARCH INSTITUTE RETIREMENT PLAN

ProfitSharing

Assets$31.0M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN

403b

Assets$20.1M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HENNEPIN HEALTHCARE RESEARCH INSTITUTE EMPLOYEE WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$144K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HENNEPIN HEALTHCARE RESEARCH INSTITUTE RETIREMENT PLANProfitSharing$31.0M3412024
002HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN403b$20.1M2872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HENNEPIN HEALTHCARE RESEARCH INSTITUTE EMPLOYEE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$144K1932024
Retirement plans
Welfare plans
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