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Sponsor portfolio

SCHWEGMAN, LUNDBERG & WOESSNER, P.A.

EIN 41-1765559-law practice-Latest filing 2025
Plans
2
Retirement
1
$121.5M assets
Welfare
1
$4.1M premiums
Participants
582
1600 TCF TOWER, 121 SOUTH EIGHTH STREET - MINNEAPOLIS, MN 55402612-359-3277slwip.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$121.5M - 303 part#505Fully Insured-$4.1M - 529 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 529 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Long-term disability$184K
  • Life$144K
  • Other$144K
  • Vision$26K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HEALTHPARTNERS INSURANCE COMPANY91%
  • STANDARD INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • DIGITAL INSURANCE LLC98%
  • ENROLLEASE2%
Total $180K2 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

SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN

401k

Assets$121.5M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SCHWEGMAN, LUNDBERG & WOESSNER, P.A. WELFARE BENEFITS PLAN

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$4.1M
Covered lives529
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN401k$121.5M3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SCHWEGMAN, LUNDBERG & WOESSNER, P.A. WELFARE BENEFITS PLANFully InsuredHEALTHPARTNERS INSURANCE COMPANY$4.1M5292025
Retirement plans
Welfare plans
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