Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Other$28K
- Long-term disability$28K
- Life$20K
- Short-term disability$20K
- Dental$11K
- +1 more
Sponsor portfolio
JEFFERSON PARTNERS
EIN 41-1724174Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.5M premiums
Participants
329
2100 EAST 26TH STREET - MINNEAPOLIS, MN 55405612-359-3400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 121 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- MEDICA INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- HEALTHPARTNERS INSURANCE COMPANY1%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFFERSON PARTNERS 401(K) PLAN
401k
Assets$4.7M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEFFERSON PARTNERS HEALTH AND WELFARE PLAN
Fully Insured - MEDICA INSURANCE COMPANY
Premiums$1.5M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFERSON PARTNERS 401(K) PLAN | 401k | $4.7M | 208 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEFFERSON PARTNERS HEALTH AND WELFARE PLAN | Fully Insured | MEDICA INSURANCE COMPANY | $1.5M | 121 | 2025 |
Retirement plans
Welfare plans