Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$138K
- Short-term disability$138K
- Long-term disability$138K
- Other$138K
- Vision$13K
Sponsor portfolio
TOTAL EXPERT, INC.
EIN 81-2229221financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$151K premiums
Participants
576
1600 UTICA AVE S - MINNEAPOLIS, MN 55416952-977-8620totalexpert.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $151K premiums / 249 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOTAL EXPERT, INC. 401K PLAN
401k
Assets$18.0M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOTAL EXPERT, INC. WRAP PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$151K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOTAL EXPERT, INC. 401K PLAN | 401k | $18.0M | 377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOTAL EXPERT, INC. WRAP PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $151K | 249 | 2025 |
Retirement plans
Welfare plans