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Sponsor portfolio

DUNHAM ASSOCIATES, INC.

EIN 46-0282077-construction-Latest filing 2025
Plans
5
Retirement
1
$47.8M assets
Welfare
4
$3.6M premiums
Participants
713
50 SOUTH SIXTH STREET, SUITE 1100 - MINNEAPOLIS, MN 55402612-465-7550dunhameng.comLinkedIn51-200 employeesconstruction
Plans on this EIN
5 filings
#002401k-$47.8M - 176 part#503Fully Insured-$3.4M - 319 lives#504Fully Insured-$124K - 287 lives#502Fully Insured-$37K - 216 lives#507Fully Insured-$32K - 216 lives

Benefits portfolio analytics

4 plans / $3.6M premiums / 1,038 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$124K
  • Life$37K
  • Other$37K
  • Long-term disability$32K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DELTA DENTAL OF CALIFORNIA3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $82K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DUNHAM ASSOCIATES, INC. 401(K) PLAN

401k

Assets$47.8M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MEDICAL INSURANCE

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$3.4M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

DENTAL PLAN

Fully Insured - DELTA DENTAL OF MINNESOTA

Premiums$124K
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP TERM LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$37K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LONG TERM DISABILITY INSURANCE

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$32K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DUNHAM ASSOCIATES, INC. 401(K) PLAN401k$47.8M1762024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MEDICAL INSURANCEFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$3.4M3192025
504DENTAL PLANFully InsuredDELTA DENTAL OF MINNESOTA$124K2872025
502GROUP TERM LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$37K2162025
507LONG TERM DISABILITY INSURANCEFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$32K2162025
Retirement plans
Welfare plans
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