Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EIDE BAILLY LLP
EIN 45-0250958Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
13
Retirement
2
$620.4M assets
Welfare
11
$2.4M premiums
Participants
4,172
4310 17TH AVE S - FARGO, ND 58103701-239-8500
Plans on this EIN
13 filings#001401k-$615.3M - 4,012 part#002TraditionalDB-$5.0M - 146 part#502Fully Insured-$652K - 3,105 lives#503Fully Insured-$640K - 3,091 lives#505Mixed-$482K - 0 lives#512Fully Insured-$308K - 91 lives#511Fully Insured-$101K - 871 lives#508Fully Insured-$75K - 334 lives#510Fully Insured-$68K - 848 lives#509Fully Insured-$45K - 540 lives#506Fully Insured-$10K - 3,179 lives#504Self Funded-0 lives#507Unknown-0 lives
Retirement portfolio analytics
2 plans aggregated / $620.4M assets / 4,158 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- ALERUS FINANCIAL, N.A.99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
11 plans / $2.4M premiums / 12,059 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Life$652K
- Long-term disability$640K
- Vision$450K
- Health$32K
- Stop-loss$32K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- HARTFORD LIFE AND ACCIDENT63%
- VISION SERVICE PLAN19%
- COMBINED INSURANCE COMPANY OF AMERICA13%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- BLUE CROSS OF CALIFORNIA1%
- +1 more
Broker market share
Schedule A broker compensation
68%top
- BROWN AND BROWN OF FLORIDA, INC.68%
- HAYS COMPANIES, INC.14%
- PERRIN FEIR GROUP LLC13%
- GIS BENEFITS INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN
401k
Assets$615.3M
Participants4,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EIDE BAILLY EQUITY PARTNER RETIREMENT PLAN
TraditionalDB
Assets$5.0M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EIDE BAILLY LLP LIFE, AD&D, AND DEPENDENTS LIFE INSURANCE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$652K
Covered lives3,105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
EIDE BAILLY LLP LONG TERM DISABILITY INSURANCE
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$640K
Covered lives3,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
EIDE BAILLY LLP EMPLOYEE GROUP HEALTH PLAN
Mixed - VISION SERVICE PLAN
Premiums$482K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
EIDE BAILLY LLP LONG TERM CARE PLAN
Fully Insured - COMBINED INSURANCE COMPANY
Premiums$308K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
EIDE BAILLY CRITICAL ILLNESS
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$101K
Covered lives871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
EIDE BAILLY LEGAL INSURANCE PLAN
Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$75K
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
EIDE BAILLY ACCIDENT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$68K
Covered lives848
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
EIDE BAILLY HOSPITAL INDEMNITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$45K
Covered lives540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
EIDE BAILLY GROUP TRAVEL ACCIDENT PLAN
Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$10K
Covered lives3,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
EIDE BAILLY LLP HEALTH CARE REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
EIDE BAILLY, LLP EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN | 401k | $615.3M | 4,012 | 2024 | |
| 002 | EIDE BAILLY EQUITY PARTNER RETIREMENT PLAN | TraditionalDB | $5.0M | 146 | 2024 |
Welfare plans11
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EIDE BAILLY LLP LIFE, AD&D, AND DEPENDENTS LIFE INSURANCE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $652K | 3,105 | 2024 | |
| 503 | EIDE BAILLY LLP LONG TERM DISABILITY INSURANCE | Fully Insured | HARTFORD LIFE AND ACCIDENT | $640K | 3,091 | 2024 | |
| 505 | EIDE BAILLY LLP EMPLOYEE GROUP HEALTH PLAN | Mixed | VISION SERVICE PLAN | $482K | 0 | 2024 | |
| 512 | EIDE BAILLY LLP LONG TERM CARE PLAN | Fully Insured | COMBINED INSURANCE COMPANY | $308K | 91 | 2024 | |
| 511 | EIDE BAILLY CRITICAL ILLNESS | Fully Insured | HARTFORD LIFE AND ACCIDENT | $101K | 871 | 2024 | |
| 508 | EIDE BAILLY LEGAL INSURANCE PLAN | Fully Insured | METROPOLITAN GENERAL INSURANCE COMPANY | $75K | 334 | 2024 | |
| 510 | EIDE BAILLY ACCIDENT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $68K | 848 | 2024 | |
| 509 | EIDE BAILLY HOSPITAL INDEMNITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $45K | 540 | 2024 | |
| 506 | EIDE BAILLY GROUP TRAVEL ACCIDENT PLAN | Fully Insured | MUTUAL OF OMAHA INSURANCE COMPANY | $10K | 3,179 | 2024 | |
| 504 | EIDE BAILLY LLP HEALTH CARE REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 507 | EIDE BAILLY, LLP EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans