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  1. Companies/
  2. Alerus Financial NA
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Alerus Financial NA

EIN 45-0140105-Finance and Insurance-Latest filing 2025
Plans
10
Retirement
5
$141.5M assets
Health & Benefits
5
$974K premiums
Participants
4,792
2300 S. COLUMBIA - GRAND FORKS, ND 58201800-433-1685
Plans on this EIN
10 filings
#011403(b)-$87.5M - 1,399 part#009403(b)-$46.2M - 1,857 part#008403(b)-$4.2M - 99 part#004401(k)-$2.0M - 53 part#002401(k)-$1.6M - 749 part#507Fully insured-$578K - 827 lives#506Mixed-$280K - 291 lives#502Mixed-$116K - 562 lives#505Self-funded-0 lives#508Self-funded-0 lives+4 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

5 plans aggregated / $141.5M assets / 4,157 participants

Assets by plan

Share of aggregate retirement assets

  • TOMORROW RETIREMENT PLAN (#011)$87.5M
  • WELLTHBUILDER II PEP (#009)$46.2M
  • POOLED EMPLOYER PLAN (#008)$4.2M
  • POOLED EMPLOYER PLAN (#004)$2.0M
  • POOLE EMPLOYER PLAN (#002)$1.6M
Total $141.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ALERUS FINANCIAL, N.A.$135.3M
  • (Not disclosed)$6.2M
Total $141.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • WELLTHBUILDER II PEP (#009)1,857
  • TOMORROW RETIREMENT PLAN (#011)1,399
  • POOLE EMPLOYER PLAN (#002)749
  • POOLED EMPLOYER PLAN (#008)99
  • POOLED EMPLOYER PLAN (#004)53
Total 4,157Select a row to open it

Benefits portfolio analytics

5 plans / $974K premiums / 1,680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$858K
  • Life$578K
  • Long-term disability$578K
  • Short-term disability$280K
  • Vision$116K
Total $974K5 rows
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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#011

INVEST FOR TOMORROW RETIREMENT PLAN

403(b)

Assets$87.5M
Participants1,399
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#009

WELLTHBUILDER II PEP

403(b)

Assets$46.2M
Participants1,857
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008

SIMPLICITY PLUS POOLED EMPLOYER PLAN

403(b)

Assets$4.2M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

BENEFIT FOCUSED POOLED EMPLOYER PLAN

401(k)

Assets$2.0M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AUTONOMY ADVANTAGE POOLE EMPLOYER PLAN

401(k)

Assets$1.6M
Participants749
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

ALERUS FINANCIAL LIFE/AD&D/LTD INSURANCE PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$578K
Covered lives827
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

ALERUS FINANCIAL CAFETERIA PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$280K
Covered lives291
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

ALERUS FINANCIAL SELF INSURED HEALTH PLAN

Mixed - VISION SERVICE PLAN

Premiums$116K
Covered lives562
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

ALERUS FINANCIAL DENTAL PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

ALERUS FINANCIAL FLEXIBLE SPENDING ACCOUNT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

5 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#011INVEST FOR TOMORROW RETIREMENT PLAN403(b)$87.5M1,3992025
#009WELLTHBUILDER II PEP403(b)$46.2M1,8572025
#008SIMPLICITY PLUS POOLED EMPLOYER PLAN403(b)$4.2M992025
#004BENEFIT FOCUSED POOLED EMPLOYER PLAN401(k)$2.0M532025
#002AUTONOMY ADVANTAGE POOLE EMPLOYER PLAN401(k)$1.6M7492025
  • INVEST FOR TOMORROW RETIREMENT PLAN$87.5M
    #011 · 403(b) · 20251,399
  • WELLTHBUILDER II PEP$46.2M
    #009 · 403(b) · 20251,857
  • SIMPLICITY PLUS POOLED EMPLOYER PLAN$4.2M
    #008 · 403(b) · 202599
  • BENEFIT FOCUSED POOLED EMPLOYER PLAN$2.0M
    #004 · 401(k) · 202553
  • AUTONOMY ADVANTAGE POOLE EMPLOYER PLAN$1.6M
    #002 · 401(k) · 2025749

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507ALERUS FINANCIAL LIFE/AD&D/LTD INSURANCE PLANFully insuredHARTFORD LIFE AND ACCIDENT$578K8272025
#506ALERUS FINANCIAL CAFETERIA PLANMixedHARTFORD LIFE AND ACCIDENT$280K2912025
#502ALERUS FINANCIAL SELF INSURED HEALTH PLANMixedVISION SERVICE PLAN$116K5622025
#505ALERUS FINANCIAL DENTAL PLANSelf-funded-$002025
#508ALERUS FINANCIAL FLEXIBLE SPENDING ACCOUNTSelf-funded-$002025
  • ALERUS FINANCIAL LIFE/AD&D/LTD INSURANCE PLAN$578K
    #507 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025827
  • ALERUS FINANCIAL CAFETERIA PLAN$280K
    #506 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025291
  • ALERUS FINANCIAL SELF INSURED HEALTH PLAN$116K
    #502 · Mixed · VISION SERVICE PLAN · 2025562
  • ALERUS FINANCIAL DENTAL PLAN$0
    #505 · Self-funded · 20250
  • ALERUS FINANCIAL FLEXIBLE SPENDING ACCOUNT$0
    #508 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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