Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.4M
- Health$2.3M
- Prescription drug$2.3M
- Dental$141K
- Life$95K
- Short-term disability$95K
- +2 more
Sponsor portfolio
OUR FAMILY WIZARD, LLC.
EIN 41-1993843internetLatest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$2.5M premiums
Participants
279
729 WASHINGTON AVENUE, SUITE 600 - MINNEAPOLIS, MN 55401866-755-9991ourfamilywizard.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 271 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- DELTA DENTAL OF CALIFORNIA6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
90%top
- BROWN & BROWN INSURANCE SERVICES90%
- HAYS COMPANIES, INC.7%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OURFAMILYWIZARD, LLC 401(K) PLAN
401k
Assets$8.8M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
OUR FAMILY WIZARD WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OURFAMILYWIZARD, LLC 401(K) PLAN | 401k | $8.8M | 143 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | OUR FAMILY WIZARD WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 271 | 2025 |
Retirement plans
Welfare plans