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Sponsor portfolio

5812 INVESTMENT GROUP, LLC

EIN 83-4680113-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$2.9M premiums
Participants
776
3601 WEST 76TH STREET, SUITE 200 - EDINA, MN 55435952-232-5150live5812.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.4M - 423 part#501Fully Insured-$2.9M - 364 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 364 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$132K
  • Other$115K
  • Life$108K
  • Short-term disability$108K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • AMERICAN HEALTH HOLDING0%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $176K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

5812 INVESTMENT GROUP, LLC 401(K) PLAN

401k

Assets$3.4M
Participants423
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

5812 INVESTMENT GROUP, LLC COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$2.9M
Covered lives364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0015812 INVESTMENT GROUP, LLC 401(K) PLAN401k$3.4M4232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
5015812 INVESTMENT GROUP, LLC COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$2.9M3642025
Retirement plans
Welfare plans
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