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Sponsor portfolio

STUARTCO

EIN 41-1766226-real estate-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$144K premiums
Participants
417
1000 WEST 80TH STREET - MINNEAPOLIS, MN 55420952-948-9530stuartco.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#002401k-$11.2M - 248 part#501Mixed-$144K - 167 lives

Benefits portfolio analytics

1 plan / $144K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Other$133K
  • Vision$10K
Total $144K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA93%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Total $144K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STUARTCO 401(K) PROFIT SHARING PLAN

401k

Assets$11.2M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STUARTCO WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$144K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002STUARTCO 401(K) PROFIT SHARING PLAN401k$11.2M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STUARTCO WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$144K1672025
Retirement plans
Welfare plans
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