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Sponsor portfolio

NORTH HOMES, INC.

EIN 41-1682025-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$2.4M premiums
Participants
664
303 SE FIRST STREET - GRAND RAPIDS, MN 55744218-327-3000
Plans on this EIN
2 filings
#001401k-$9.9M - 390 part#501Mixed-$2.4M - 274 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Other$74K
  • Life$31K
Total $2.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • MEDICA INSURANCE COMPANY97%
  • STANDARD INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • FIRST STOP HEALTH1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
31%top
  • MARSH & MCLENNAN AGENCY LLC31%
  • ASHLEY MARIA HOUTMAN29%
  • NATIONAL ENROLLMENT PARTNERS LLC17%
  • JACQUELINE BARTHELEMY13%
  • JASON BAHR5%
  • +3 more
Total $6K8 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

NHI 401(K) PROFIT SHARING PLAN

401k

Assets$9.9M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH HOMES, INC. EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$2.4M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NHI 401(K) PROFIT SHARING PLAN401k$9.9M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH HOMES, INC. EMPLOYEE HEALTH AND WELFARE PLANMixedMEDICA INSURANCE COMPANY$2.4M2742025
Retirement plans
Welfare plans
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