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  2. FRANK N. MAGID ASSOCIATES, INC
Sponsor portfolioTH

FRANK N. MAGID ASSOCIATES, INC

EIN 42-0894975-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$23.0M assets
Welfare
2
$79K premiums
Participants
290
8500 NORMANDALE LAKE BLVD STE. 630 - MINNEAPOLIS, MN 55437612-216-0718
Plans on this EIN
3 filings
#001401k-$23.0M - 141 part#502Fully Insured-$44K - 73 lives#501Fully Insured-$35K - 73 lives

Benefits portfolio analytics

2 plans / $79K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$44K
  • Other$44K
  • Long-term disability$35K
Total $79K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $79K1 slice

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HAYS COMPANIES, INC.95%
  • BROWN & BROWN INSURANCE SERVICES5%
Total $9K2 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

FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$23.0M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FRANK M. MAGID ASSOCIATES, INC. LIFE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$44K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FRANK N. MAGID ASSOCIATES, INC. DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$35K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$23.0M1412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FRANK M. MAGID ASSOCIATES, INC. LIFE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$44K732024
501FRANK N. MAGID ASSOCIATES, INC. DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$35K732024
Retirement plans
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