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Sponsor portfolio

SA SUPPORT SERVICES, INC.

EIN 84-2001593-Latest filing 2025
Plans
3
Retirement
1
$12.5M assets
Welfare
2
$242K premiums
Participants
1,019
233 PARK AVENUE SOUTH, SUITE 201 - MINNEAPOLIS, MN 55415612-332-3000
Plans on this EIN
3 filings
#001401k-$12.5M - 581 part#501Mixed-$235K - 433 lives#502Fully Insured-$7K - 450 lives

Benefits portfolio analytics

2 plans / $242K premiums / 883 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$222K
  • Life$214K
  • Short-term disability$214K
  • Long-term disability$214K
  • Vision$21K
Total $242K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • EYEMED VISION CARE9%
  • CURALINC HEALTHCARE3%
Total $242K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • THE ULTIMATE SOFTWARE GROUP3%
Total $41K2 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

SA SUPPORT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$12.5M
Participants581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHERMAN ASSOCIATES SUPPORT SERVICES INCORPORATED WRAP PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$235K
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SHERMAN ASSOCIATES SUPPORT SERVICES INCORPORATED EAP PLAN

Fully Insured - CURALINC LLC

Premiums$7K
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SA SUPPORT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$12.5M5812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHERMAN ASSOCIATES SUPPORT SERVICES INCORPORATED WRAP PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$235K4332025
502SHERMAN ASSOCIATES SUPPORT SERVICES INCORPORATED EAP PLANFully InsuredCURALINC LLC$7K4502025
Retirement plans
Welfare plans
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