PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRIORITY ENVELOPE, INC.
Sponsor portfolio

PRIORITY ENVELOPE, INC.

EIN 41-1828245-printing-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$138K premiums
Participants
381
2920 NORTHWEST BOULEVARD, SUITE 160 - PLYMOUTH, MN 55441763-519-9190priorityenv.comLinkedIn201-500 employeesprinting
Plans on this EIN
2 filings
#001401k-$9.8M - 218 part#502Mixed-$138K - 201 lives

Benefits portfolio analytics

1 plan / $138K premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$132K
  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • Vision$6K
Total $138K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • METROPOLITAN LIFE INSURANCE COMPANY91%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
  • EYEMED VISION CARE4%
Total $138K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • BROWN & BROWN INSURANCE SERVICES70%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC27%
  • DAVID J. KLEINSMITH1%
  • K C A MARKETING INC1%
  • NFP INSURANCE SERVICES INC0%
Total $21K5 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

PRIORITY ENVELOPE, INC. 401(K) RETIREMENT PLAN

401k

Assets$9.8M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PRIORITY ENVELOPE, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$138K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIORITY ENVELOPE, INC. 401(K) RETIREMENT PLAN401k$9.8M2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PRIORITY ENVELOPE, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$138K2012025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica