Carrier market share
Premium dollars by Schedule A carrier
100%top
- SANFORD HEALTH PLAN100%
Sponsor portfolio
TOLLEFSON'S RETAIL GROUP
EIN 45-0318521retailLatest filing 2025
Plans
3
Retirement
1
$8.9M assets
Welfare
2
$1.2M premiums
Participants
333
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.2M premiums / 114 covered livesBundled
Broker market share
Schedule A broker compensation
0%top
- JOE HUGUELET0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOLLEFSON'S RETAIL GROUP 401(K) PS PLAN
401k
Assets$8.9M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
TOLLEFSON'S RETAIL GROUP INC HEALTH INSURANCE PLAN
Fully Insured - SANFORD HEALTH PLAN
Premiums$598K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TOLLEFSON'S RETAIL GROUP INC HEALTH INSURANCE PLAN
Fully Insured - SANFORD HEALTH PLAN
Premiums$574K
Covered lives10
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOLLEFSON'S RETAIL GROUP 401(K) PS PLAN | 401k | $8.9M | 122 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | TOLLEFSON'S RETAIL GROUP INC HEALTH INSURANCE PLAN | Fully Insured | SANFORD HEALTH PLAN | $598K | 104 | 2024 | |
| 501 | TOLLEFSON'S RETAIL GROUP INC HEALTH INSURANCE PLAN | Fully Insured | SANFORD HEALTH PLAN | $574K | 10 | 2025 |
Retirement plans
Welfare plans