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Sponsor portfolio

MESSERLI & KRAMER, P.A.

EIN 41-1767334-law practice-Latest filing 2025
Plans
2
Retirement
1
$45.9M assets
Welfare
1
$3.2M premiums
Participants
701
100 SOUTH 5TH STREET, SUITE 1400 - MINNEAPOLIS, MN 55402612-672-3654messerlikramer.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$45.9M - 404 part#501Mixed-$3.2M - 311 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • Other$46K
  • Vision$15K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • MEDICA INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE0%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • WATCHTOWER TECHNOLOGIES INC3%
Total $80K2 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

MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN

401k

Assets$45.9M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MESSERLI & KRAMER P.A. EMPLOYEE BENEFITS WELFARE PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$3.2M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN401k$45.9M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MESSERLI & KRAMER P.A. EMPLOYEE BENEFITS WELFARE PLANMixedMEDICA INSURANCE COMPANY$3.2M3112025
Retirement plans
Welfare plans
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