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Sponsor portfolio

BROADHEAD ENTERPRISES, INC.

EIN 82-3595309-Latest filing 2025
Plans
5
Retirement
2
$21.5M assets
Welfare
3
$1.3M premiums
Participants
722
411 NORTH WASHINGTON AVENUE, SUITE 500 - MINNEAPOLIS, MN 55401612-623-8000
Plans on this EIN
5 filings
#002401k-$19.0M - 215 part#001ESOP-$2.5M - 162 part#501Fully Insured-$1.2M - 167 lives#503Fully Insured-$81K - 132 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $21.5M assets / 377 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • ENTERPRISES INC. 401(K) (#002)88%
  • EMPLOYEE STOCK OWNERSHIP (#001)12%
Total $21.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTERPRISES INC. 401(K) (#002)215
  • EMPLOYEE STOCK OWNERSHIP (#001)162
Total 377Click row to drill in

Benefits portfolio analytics

3 plans / $1.3M premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$81K
  • Short-term disability$81K
  • Long-term disability$81K
  • Other$81K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $70K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BROADHEAD ENTERPRISES INC. 401(K) PLAN

401k

Assets$19.0M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BROADHEAD ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.5M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROADHEAD ENTERPRISES, INC. MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BROADHEAD ENTERPRISES, INC. ANCILLARY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$81K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BROADHEAD ENTERPRISES, INC. DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BROADHEAD ENTERPRISES INC. 401(K) PLAN401k$19.0M2152024
001BROADHEAD ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.5M1622024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROADHEAD ENTERPRISES, INC. MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1672025
503BROADHEAD ENTERPRISES, INC. ANCILLARY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$81K1322025
502BROADHEAD ENTERPRISES, INC. DENTAL PLANSelf Funded-$002025
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