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  2. STEFFES GROUP, INC.
Sponsor portfolioTH

STEFFES GROUP, INC.

EIN 45-0384488-machinery-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$1.8M premiums
Participants
310
3280 VETERANS BLVD., SUITE 200 - FARGO, ND 58104701-237-9173steffesgroup.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$10.6M - 171 part#501Fully Insured-$1.8M - 190 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$149K
  • Vision$149K
  • Life$149K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • AFLAC3%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HUB INTERNATIONAL MIDWEST LIMITED86%
  • SLOANE MUEHLER9%
  • THOMAS J CASSADY2%
  • KIMBERLA KAY LUCIER & OTHER AGENTS2%
  • FAITH M. DELANCY1%
  • +3 more
Total $62K8 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

STEFFES GROUP, INC. 401(K) PLAN

401k

Assets$10.6M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEFFES GROUP EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$1.8M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEFFES GROUP, INC. 401(K) PLAN401k$10.6M1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEFFES GROUP EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$1.8M1902025
Retirement plans
Welfare plans
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