PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MINOT VOCATIONAL ADJUSTMENT WORKSHOP D/B/A KALIX
Sponsor portfolioTH

MINOT VOCATIONAL ADJUSTMENT WORKSHOP D/B/A KALIX

EIN 45-0313122-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
1
$25.2M assets
Welfare
2
$3.0M premiums
Participants
901
605 27TH STREET SE, PO BOX 1030 - MINOT, ND 58702701-852-1014LinkedIn501-1000 employeesstaffing and recruiting
Plans on this EIN
3 filings
#001401k-$25.2M - 362 part#502Fully Insured-$2.8M - 386 lives#501Fully Insured-$181K - 277 lives

Benefits portfolio analytics

2 plans / $3.0M premiums / 663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$239K
  • Vision$239K
  • Other$186K
  • Life$155K
  • Short-term disability$128K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • STARMOUNT LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • PINNACLE EMPLOYEE BENEFITS LLC59%
  • GIS BENEFITS INC41%
Total $75K2 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

KALIX RETIREMENT PLAN

401k

Assets$25.2M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KALIX HEALTH & DENTAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$2.8M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KALIX LIFE AND DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$181K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KALIX RETIREMENT PLAN401k$25.2M3622025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KALIX HEALTH & DENTAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$2.8M3862025
501KALIX LIFE AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$181K2772025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica