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Sponsor portfolio

MILLER HOLDINGS, INC

EIN 75-3098510-Latest filing 2025
Plans
3
Retirement
2
$54.9M assets
Welfare
1
$993K premiums
Participants
583
PO BOX 448 - BISMARCK, ND 585020448701-255-1636
Plans on this EIN
3 filings
#001ESOP-$38.1M - 200 part#002401k-$16.8M - 169 part#501Fully Insured-$993K - 214 lives

Retirement portfolio analytics

2 plans aggregated / $54.9M assets / 369 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN AND TRUST (#001)69%
  • HOLDINGS, INC. 401(K) (#002)31%
Total $54.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)200
  • HOLDINGS, INC. 401(K) (#002)169
Total 369Click row to drill in

Benefits portfolio analytics

1 plan / $993K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$890K
  • Dental$83K
  • Vision$19K
  • Life$346
  • Other$346
Total $993K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SANFORD HEALTH PLAN90%
  • UNITED HEALTHCARE INSURANCE COMPANY8%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • COMPANION LIFE INSURANCE COMPANY0%
Total $993K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • STROH AND ASSOCIATES100%
  • DIRECT BENEFITS0%
Total $52K2 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

MILLER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$38.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MILLER HOLDINGS, INC. 401(K) PLAN

401k

Assets$16.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILLER HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - SANFORD HEALTH PLAN

Premiums$993K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MILLER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$38.1M2002024
002MILLER HOLDINGS, INC. 401(K) PLAN401k$16.8M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILLER HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredSANFORD HEALTH PLAN$993K2142025
Retirement plans
Welfare plans
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