Assets by plan
Share of aggregate retirement assets
Filings through .
The Bernard Group, Inc.
EIN 41-1944077marketing and advertisingLatest filing 2025
Plans
3
Retirement
2
$200.9M assets
Health & Benefits
1
$840K premiums
Participants
3,091
19011 LAKE DRIVE EAST - CHANHASSEN, MN 553179322952-479-6072thebernardgroup.comLinkedIn501-1000 employeesmarketing and advertising
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $200.9M assets / 2,113 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE BERNARD GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$128.0M
Participants1,040
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE BERNARD GROUP 401(K) PLAN
401(k)
Assets$72.9M
Participants1,073
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE BERNARD GROUP, ASSOCIATED COMPANIES HEALTH & WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$840K
Covered lives1,320
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE BERNARD GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $128.0M | 1,040 | 2025 |
| #001 | THE BERNARD GROUP 401(K) PLAN | 401(k) | $72.9M | 1,073 | 2025 |
- #002 · ESOP · 20251,040
- #001 · 401(k) · 20251,073
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE BERNARD GROUP, ASSOCIATED COMPANIES HEALTH & WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $840K | 1,320 | 2025 |
- #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 20251,320
Retirement plans
Health & Benefits plans