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Sponsor portfolio

PAL MANAGEMENT, INC.

EIN 41-1704817-financial services-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$88K premiums
Participants
331
181 RIVER RIDGE CIRCLE SOUTH - BURNSVILLE, MN 55337952-646-3787LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$5.8M - 168 part#501Mixed-$88K - 167 lives

Benefits portfolio analytics

1 plan / $88K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$79K
  • Short-term disability$79K
  • Long-term disability$79K
  • Other$79K
  • Vision$9K
Total $88K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $88K1 slice

Broker market share

Schedule A broker compensation

Split broker
49%top
  • KRAUS-ANDERSON INSURANCE49%
  • OSBORNE PROPERTIES LTD PTNRSHP43%
  • USI INSURANCE SERVICES LLC8%
Total $11K3 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

PAL MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN

401k

Assets$5.8M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PAL MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$88K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAL MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN401k$5.8M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PAL MANAGEMENT, INC. EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$88K1672025
Retirement plans
Welfare plans
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