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Sponsor portfolio

NATIONAL CO+OP GROCERS

EIN 42-1508424-retail-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$1.8M premiums
Participants
258
2610 UNIVERSITY AVE W, SUITE 150 - ST. PAUL, MN 55114612-343-2800ncg.coopLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$26.9M - 137 part#507Mixed-$1.8M - 226 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$156K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
  • TELUS HEALTH (US) LTD.0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • HOLMES MURPHY & ASSOCIATES65%
  • LOCKTON COMPANIES, LLC35%
Total $69K2 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

NATIONAL CO+OP GROCERS 401(K) RETIREMENT PLAN

401k

Assets$26.9M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

NATIONAL CO OP GROCERS HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL CO+OP GROCERS 401(K) RETIREMENT PLAN401k$26.9M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507NATIONAL CO OP GROCERS HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.8M2262025
Retirement plans
Welfare plans
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