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  2. OFTEDAL CONSTRUCTION, INC.
Sponsor portfolioTH

OFTEDAL CONSTRUCTION, INC.

EIN 81-0307943-construction-Latest filing 2024
Plans
3
Retirement
2
$55.7M assets
Welfare
1
$472K premiums
Participants
677
206 MT HWY 59 N - MILES CITY, MT 59301406-232-5911oftedalconstruction.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#004ESOP-$43.1M - 257 part#003401k-$12.6M - 231 part#501Mixed-$472K - 189 lives

Retirement portfolio analytics

2 plans aggregated / $55.7M assets / 488 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#004)77%
  • PROFIT SHARING PLAN (#003)23%
Total $55.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)257
  • PROFIT SHARING PLAN (#003)231
Total 488Click row to drill in

Benefits portfolio analytics

1 plan / $472K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$450K
  • Other$22K
Total $472K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • PACE UNDERWRITERS95%
  • UNITED HEALTHCARE INSURANCE COMPANY5%
Total $472K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NOVO BENEFITS, LLC100%
Total $2K1 slice

Plan deep-dives

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

OFTEDAL CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$43.1M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OFTEDAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.6M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OFTEDAL CONSTRUCTION HEALTH BENEFITS PLAN

Mixed - PACE UNDERWRITERS

Premiums$472K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004OFTEDAL CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$43.1M2572024
003OFTEDAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN401k$12.6M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OFTEDAL CONSTRUCTION HEALTH BENEFITS PLANMixedPACE UNDERWRITERS$472K1892024
Retirement plans
Welfare plans
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