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Sponsor portfolioTH

ANNE CARLSEN CENTER

EIN 87-0694180-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$26.6M assets
Welfare
1
$4.9M premiums
Participants
1,047
2200 20TH ST SW - JAMESTOWN, ND 58401701-252-3850annecarlsen.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$26.6M - 633 part#506Mixed-$4.9M - 498 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Life$224K
  • Short-term disability$224K
  • Long-term disability$224K
  • Other$224K
  • Vision$46K
Total $4.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $89K1 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

ANNE CARLSEN CENTER 401(K) PLAN

401k

Assets$26.6M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ANNE CARLSEN CENTER HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$4.9M
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANNE CARLSEN CENTER 401(K) PLAN401k$26.6M6332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ANNE CARLSEN CENTER HEALTH AND WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$4.9M4982025
Retirement plans
Welfare plans
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