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Sponsor portfolio

THE BERNARD GROUP

EIN 41-1944077-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$180.7M assets
Welfare
1
$840K premiums
Participants
2,984
1650 MCGLYNN ROAD - CHANHASSEN, MN 553179322952-479-6072thebernardgroup.comLinkedIn501-1000 employeesmarketing and advertising
Plans on this EIN
3 filings
#002ESOP-$122.5M - 983 part#001401k-$58.2M - 1,023 part#501Mixed-$840K - 1,320 lives

Retirement portfolio analytics

2 plans aggregated / $180.7M assets / 2,006 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#002)68%
  • BERNARD GROUP 401(K) (#001)32%
Total $180.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BERNARD GROUP 401(K) (#001)1,023
  • EMPLOYEE STOCK OWNERSHIP (#002)983
Total 2,006Click row to drill in

Benefits portfolio analytics

1 plan / $840K premiums / 1,320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$722K
  • Short-term disability$722K
  • Long-term disability$722K
  • Other$722K
  • Vision$70K
  • Dental$48K
Total $840K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • RELIASTAR LIFE INSURANCE COMPANY86%
  • EYEMED VISION CARE8%
  • HEALTHPARTNERS INSURANCE COMPANY6%
Total $840K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • WATCHTOWER TECHNOLOGIES INC4%
  • ADP INC1%
Total $245K3 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

THE BERNARD GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$122.5M
Participants983
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE BERNARD GROUP 401(K) PLAN

401k

Assets$58.2M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BERNARD GROUP, ASSOCIATED COMPANIES HEALTH & WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$840K
Covered lives1,320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE BERNARD GROUP INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$122.5M9832024
001THE BERNARD GROUP 401(K) PLAN401k$58.2M1,0232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BERNARD GROUP, ASSOCIATED COMPANIES HEALTH & WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$840K1,3202025
Retirement plans
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