Filings through .
Tollefson's Retail Group
EIN 45-0318521retailLatest filing 2025
Plans
3
Retirement
1
$8.9M assets
Health & Benefits
2
$1.2M premiums
Participants
333
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.2M premiums / 114 covered lives
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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#001
TOLLEFSON'S RETAIL GROUP 401(K) PS PLAN
401(k)
Assets$8.9M
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
TOLLEFSON'S RETAIL GROUP INC HEALTH INSURANCE PLAN
Fully insured - SANFORD HEALTH PLAN
Premiums$598K
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
TOLLEFSON'S RETAIL GROUP INC HEALTH INSURANCE PLAN
Fully insured - SANFORD HEALTH PLAN
Premiums$574K
Covered lives10
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TOLLEFSON'S RETAIL GROUP 401(K) PS PLAN | 401(k) | $8.9M | 122 | 2025 |
- #001 · 401(k) · 2025122
Health & Benefits plans
2 plans on this EIN
| 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 |
- #503 · Fully insured · SANFORD HEALTH PLAN · 2024104
- #501 · Fully insured · SANFORD HEALTH PLAN · 202510
Retirement plans
Health & Benefits plans