Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$21.3M
- Long-term disability$535K
- Other$477K
- Life$437K
- Vision$103K
Sponsor portfolio
WEALTH ENHANCEMENT GROUP
EIN 75-3100788financial servicesLatest filing 2025
Plans
2
Retirement
1
$198.6M assets
Welfare
1
$22.4M premiums
Participants
3,539
505 HIGHWAY 169 N, SUITE 900 - PLYMOUTH, MN 554414723763-417-1700wealthenhancement.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $22.4M premiums / 2,923 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- HEALTHPARTNERS INSURANCE COMPANY95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
61%top
- MARSH & MCLENNAN AGENCY LLC61%
- NFP INSURANCE SERVICES INC39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEALTH ENHANCEMENT GROUP 401(K) PLAN
401k
Assets$198.6M
Participants1,741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
WEALTH ENHANCEMENT GROUP WELFARE BENEFITS
Mixed - HEALTHPARTNERS INSURANCE COMPANY
Premiums$22.4M
Covered lives2,923
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEALTH ENHANCEMENT GROUP 401(K) PLAN | 401k | $198.6M | 1,741 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | WEALTH ENHANCEMENT GROUP WELFARE BENEFITS | Mixed | HEALTHPARTNERS INSURANCE COMPANY | $22.4M | 2,923 | 2025 |
Retirement plans
Welfare plans