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Sponsor portfolio

HALVERSON AND BLAISER GROUP, LTD.

EIN 41-1726283-real estate-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$118K premiums
Participants
369
7800 METRO PARKWAY, SUITE 300 - BLOOMINGTON, MN 55425952-851-3194hbgltd.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$2.9M - 207 part#502Fully Insured-$118K - 162 lives

Benefits portfolio analytics

1 plan / $118K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$118K
  • Vision$118K
  • Life$118K
  • Short-term disability$118K
  • Long-term disability$118K
  • Other$118K
Total $118K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $118K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $15K1 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

HALVERSON AND BLAISER GROUP, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HALVERSON AND BLAISER GROUP, LTD EMPLOYEE HEALTH & WELFARE BENEFITS PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$118K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALVERSON AND BLAISER GROUP, LTD. 401(K) PROFIT SHARING PLAN401k$2.9M2072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HALVERSON AND BLAISER GROUP, LTD EMPLOYEE HEALTH & WELFARE BENEFITS PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$118K1622025
Retirement plans
Welfare plans
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