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  2. R.D. OFFUTT COMPANY
Sponsor portfolioTH

R.D. OFFUTT COMPANY

EIN 81-4124511-executive office-Latest filing 2024
Plans
2
Retirement
1
$592.0M assets
Welfare
1
$7.5M premiums
Participants
11,754
225 BROADWAY NORTH - FARGO, ND 58102701-526-9662LinkedIn1001-5000 employeesexecutive office
Plans on this EIN
2 filings
#001401k-$592.0M - 6,859 part#504Mixed-$7.5M - 7,561 lives

Benefits portfolio analytics

1 plan / $7.5M premiums / 7,561 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.6M
  • Short-term disability$4.6M
  • Long-term disability$4.6M
  • Other$4.6M
  • Health$2.0M
  • Prescription drug$2.0M
  • +1 more
Total $7.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RELIASTAR LIFE INSURANCE COMPANY61%
  • KAISER FOUNDATION HEALTH PLAN INC25%
  • VISION SERVICE PLAN11%
  • MEDIEXCEL HEALTH PLAN2%
Total $7.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • FREESTONE FINANCIAL LLC78%
  • BSC AGENCY LLC12%
  • MERCER HEALTH AND BENEFITS, LLC10%
Total $974K3 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

OFFUTT COMPANIES 401(K) SAVINGS PLAN

401k

Assets$592.0M
Participants6,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

R.D. OFFUTT COMPANY WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$7.5M
Covered lives7,561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OFFUTT COMPANIES 401(K) SAVINGS PLAN401k$592.0M6,8592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504R.D. OFFUTT COMPANY WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$7.5M7,5612024
Retirement plans
Welfare plans
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