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Sponsor portfolio

FERNBROOK FAMILY CENTER

EIN 41-2011390-mental health care-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$85K premiums
Participants
181
2575 HARVEST LANE - OWATONNA, MN 55060507-446-0431fernbrook.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001401k-$4.3M - 181 part#501Fully Insured-$85K - 127 lives

Benefits portfolio analytics

1 plan / $85K premiums / 127 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $85K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FERNBROOK FAMILY CENTER 401(K) SAVINGS PLAN

401k

Assets$4.3M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERNBROOK FAMILY CENTER EMPLOYER PAID SHORT TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$85K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FERNBROOK FAMILY CENTER 401(K) SAVINGS PLAN401k$4.3M1812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERNBROOK FAMILY CENTER EMPLOYER PAID SHORT TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$85K1272025
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