PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INSURANCE RESOURCES INTERNATIONAL DBA CHRISTENSEN GROUP
Sponsor portfolio

INSURANCE RESOURCES INTERNATIONAL DBA CHRISTENSEN GROUP

EIN 46-3509307-Latest filing 2025
Plans
3
Retirement
2
$200.3M assets
Welfare
1
$563K premiums
Participants
728
9855 W 78TH ST STE 100 - EDEN PRAIRIE, MN 55344952-653-1040
Plans on this EIN
3 filings
#004ESOP-$155.1M - 193 part#003401k-$45.2M - 287 part#501Mixed-$563K - 248 lives

Retirement portfolio analytics

2 plans aggregated / $200.3M assets / 480 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#004)77%
  • INTERNATIONAL, INC. 401(K) (#003)23%
Total $200.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INTERNATIONAL, INC. 401(K) (#003)287
  • PLAN AND TRUST (#004)193
Total 480Click row to drill in

Benefits portfolio analytics

1 plan / $563K premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$312K
  • Life$285K
  • Stop-loss$240K
  • Long-term disability$201K
  • Vision$10K
Total $563K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY43%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA38%
  • INSURANCE RESOURCES AND AUDITING SERVICES, INC.16%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $563K5 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • CHRISTENSEN GROUP INC78%
  • J S BENEFITS INC18%
  • JOSEPH HUTH1%
  • NFP INSURANCE SERVICES INC1%
  • LAWTON BENEFITS GROUP LLC1%
  • +2 more
Total $53K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

INSURANCE RESOURCES INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$155.1M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

INSURANCE RESOURCES INTERNATIONAL, INC. 401(K) PLAN

401k

Assets$45.2M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSURANCE RESOURCES INTERNATIONAL DBA CHRISTENSEN GROUP EMPLOYEE BENEFITS PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$563K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004INSURANCE RESOURCES INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$155.1M1932024
003INSURANCE RESOURCES INTERNATIONAL, INC. 401(K) PLAN401k$45.2M2872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSURANCE RESOURCES INTERNATIONAL DBA CHRISTENSEN GROUP EMPLOYEE BENEFITS PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO.$563K2482025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica