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  2. DAKOTA SUPPLY GROUP, INC.
Sponsor portfolioTH

DAKOTA SUPPLY GROUP, INC.

EIN 45-0421041-Wholesale Trade-Latest filing 2024
Plans
3
Retirement
2
$275.3M assets
Welfare
1
$860K premiums
Participants
3,570
845 BERKSHIRE LANE N - PLYMOUTH, MN 55441701-237-9440
Plans on this EIN
3 filings
#001ESOP-$197.6M - 1,322 part#002401k-$77.6M - 1,221 part#501Mixed-$860K - 1,046 lives

Retirement portfolio analytics

2 plans aggregated / $275.3M assets / 2,543 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • EMPLOYEE STOCK OWNERSHIP (#001)72%
  • GROUP, INC. 401(K) (#002)28%
Total $275.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)1,322
  • GROUP, INC. 401(K) (#002)1,221
Total 2,543Click row to drill in

Benefits portfolio analytics

1 plan / $860K premiums / 1,046 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$477K
  • Life$270K
  • Long-term disability$270K
  • Vision$113K
Total $860K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA86%
  • VISION SERVICE PLAN13%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $860K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $150K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAKOTA SUPPLY GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$197.6M
Participants1,322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAKOTA SUPPLY GROUP, INC. 401(K) PLAN

401k

Assets$77.6M
Participants1,221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAKOTA SUPPLY GROUP BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$860K
Covered lives1,046
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAKOTA SUPPLY GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$197.6M1,3222024
002DAKOTA SUPPLY GROUP, INC. 401(K) PLAN401k$77.6M1,2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAKOTA SUPPLY GROUP BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$860K1,0462024
Retirement plans
Welfare plans
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