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Sponsor portfolioTH

CHOICE FINANCIAL GROUP

EIN 45-0117790-financial services-Latest filing 2025
Plans
3
Retirement
1
$41.6M assets
Welfare
2
$1.8M premiums
Participants
1,327
1697 S. 42ND ST. - GRAND FORKS, ND 58201701-356-9700choicefinancialgroup.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$41.6M - 529 part#503Fully Insured-$1.3M - 780 lives#501Fully Insured-$514K - 799 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 1,579 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$514K
  • Life$514K
  • Long-term disability$514K
Total $1.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HEALTHPARTNERS INSURANCE COMPANY71%
  • PRINCIPAL LIFE INSURANCE COMPANY29%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
32%top
  • VIZANCE, INC. DBA VIZANCE INC32%
  • CHOICE INSURANCE SERVICES LLC27%
  • CHOICE FINANCIAL GROUP LLC23%
  • PROFESSIONAL GROUP PLANS INC19%
Total $151K4 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

CHOICE FINANCIAL GROUP 401K PLAN

401k

Assets$41.6M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CHOICE FINANCIAL GROUP HEALTH PLAN

Fully Insured - HEALTHPARTNERS ADMINISTRATORS, INC.

Premiums$1.3M
Covered lives780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CHOICE FINANCIAL GROUP LIFE AND DISABILITY INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$514K
Covered lives799
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHOICE FINANCIAL GROUP 401K PLAN401k$41.6M5292024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CHOICE FINANCIAL GROUP HEALTH PLANFully InsuredHEALTHPARTNERS ADMINISTRATORS, INC.$1.3M7802025
501CHOICE FINANCIAL GROUP LIFE AND DISABILITY INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$514K7992025
Retirement plans
Welfare plans
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