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  2. DUNGARVIN GROUP, INC.
Sponsor portfolio

DUNGARVIN GROUP, INC.

EIN 41-2022672-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$56.4M assets
Welfare
2
$2.9M premiums
Participants
13,461
1444 NORTHLAND DRIVE, SUITE 200 - MENDOTA HEIGHTS, MN 55120651-699-0206LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$56.4M - 6,078 part#519Fully Insured-$1.9M - 4,374 lives#512Self Funded-$979K - 1,475 lives

Benefits portfolio analytics

2 plans / $2.9M premiums / 5,849 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Stop-loss$979K
  • Other$765K
  • Life$403K
  • Vision$191K
  • Long-term disability$181K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA34%
  • STANDARD INSURANCE COMPANY33%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • AMERITAS LIFE INSURANCE CORP.7%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MARSH & MCLENNAN AGENCY LLC77%
  • STEALTH PARTNER GROUP LLC21%
  • UMR, INC.2%
  • WILLIAM A GRAHAM COMPANY1%
Total $332K4 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

DUNGARVIN 401(K) RETIREMENT PLAN

401k

Assets$56.4M
Participants6,078
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519

DUNGARVIN INC EMPLOYEE BENEFIT PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$1.9M
Covered lives4,374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

DUNGARVIN GROUP, INC. WELFARE BENEFITS PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$979K
Covered lives1,475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUNGARVIN 401(K) RETIREMENT PLAN401k$56.4M6,0782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
519DUNGARVIN INC EMPLOYEE BENEFIT PLANFully InsuredSTANDARD INSURANCE COMPANY$1.9M4,3742025
512DUNGARVIN GROUP, INC. WELFARE BENEFITS PLANSelf FundedSUN LIFE ASSURANCE COMPANY OF CANADA$979K1,4752025
Retirement plans
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