Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$514K
- Life$514K
- Long-term disability$514K
Filings through .
Top hat
Choice Financial Group
EIN 45-0117790financial servicesLatest filing 2025
Plans
3
Retirement
1
$48.8M assets
Health & Benefits
2
$1.8M premiums
Participants
1,341
1697 S 42ND ST - GRAND FORKS, ND 58201701-738-4310choicefinancialgroup.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.8M premiums / 1,579 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHOICE FINANCIAL GROUP 401K PLAN
401(k)
Assets$48.8M
Participants543
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
CHOICE FINANCIAL GROUP HEALTH PLAN
Fully insured - HEALTHPARTNERS ADMINISTRATORS, INC.
Premiums$1.3M
Covered lives780
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
CHOICE FINANCIAL GROUP LIFE AND DISABILITY INSURANCE PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$514K
Covered lives799
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHOICE FINANCIAL GROUP 401K PLAN | 401(k) | $48.8M | 543 | 2025 |
- #001 · 401(k) · 2025543
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | CHOICE FINANCIAL GROUP HEALTH PLAN | Fully insured | HEALTHPARTNERS ADMINISTRATORS, INC. | $1.3M | 780 | 2025 |
| #501 | CHOICE FINANCIAL GROUP LIFE AND DISABILITY INSURANCE PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $514K | 799 | 2025 |
- #503 · Fully insured · HEALTHPARTNERS ADMINISTRATORS, INC. · 2025780
- #501 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025799
Retirement plans
Health & Benefits plans