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Sponsor portfolio

EDUCATION MINNESOTA

EIN 41-1916882-non-profit organization management-Latest filing 2025
Plans
5
Retirement
2
$170.1M assets
Welfare
3
$5.1M premiums
Participants
1,223
41 SHERBURNE AVE - ST. PAUL, MN 55103652-227-9541educationminnesota.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
5 filings
#001TraditionalDB-$129.4M - 409 part#002401k-$40.8M - 186 part#503Mixed-$5.1M - 187 lives#501Self Funded-0 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $170.1M assets / 595 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • MINNESOTA EMPLOYEES PENSION (#001)76%
  • AND RETIREMENT PLAN (#002)24%
Total $170.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MINNESOTA EMPLOYEES PENSION (#001)409
  • AND RETIREMENT PLAN (#002)186
Total 595Click row to drill in

Benefits portfolio analytics

3 plans / $5.1M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Other$382K
  • Life$186K
  • Long-term disability$186K
  • Vision$11K
Total $5.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HEALTHPARTNERS INSURANCE COMPANY92%
  • HARTFORD LIFE AND ACCIDENT4%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • GENWORTH LIFE INSURANCE COMPANY2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • +1 more
Total $5.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • SCHATZ TIMOTHY65%
  • SCHATZ BENEFIT GROUP20%
  • GOLDENCARE USA INC6%
  • EDUCATORS LIFETIME SOLUTIONS LLC6%
  • GCG FINANCIAL LLC2%
Total $99K5 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

EDUCATION MINNESOTA EMPLOYEES PENSION PLAN

TraditionalDB

Assets$129.4M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EDUCATION MINNESOTA EMPLOYEE'S SAVINGS AND RETIREMENT PLAN

401k

Assets$40.8M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EDUCATION MINNESOTA EMPLOYEE BENEFITS PLAN

Mixed - HEALTHPARTNERS INSURANCE COMPANY

Premiums$5.1M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

EDUCATION MINNESOTA HRA

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EDUCATION MINNESOTA FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EDUCATION MINNESOTA EMPLOYEES PENSION PLANTraditionalDB$129.4M4092025
002EDUCATION MINNESOTA EMPLOYEE'S SAVINGS AND RETIREMENT PLAN401k$40.8M1862025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EDUCATION MINNESOTA EMPLOYEE BENEFITS PLANMixedHEALTHPARTNERS INSURANCE COMPANY$5.1M1872025
501EDUCATION MINNESOTA HRASelf Funded-$002024
502EDUCATION MINNESOTA FSA PLANSelf Funded-$002025
Retirement plans
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