Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$50K
- Long-term disability$50K
- Other$50K
Sponsor portfolio
PARK FINANCIAL GROUP, INC.
EIN 47-2313382Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$50K premiums
Participants
333
3033 EXCELSIOR BLVD., SUITE 345 - MINNEAPOLIS, MN 55416218-666-7000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $50K premiums / 127 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY99%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
- PAMELA JEAN DESHAW-BRACKETT0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$22.7M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PARK FINANCIAL HEALTH & WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$50K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $22.7M | 206 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PARK FINANCIAL HEALTH & WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $50K | 127 | 2024 |
Retirement plans
Welfare plans