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Sponsor portfolioWelfare / HealthEIN 20-1385809
SURLY BREWING CO.
4811 DUNSHARME DRIVE · BROOKLYN CENTER, MN 55429
7635353330
- Plans filed
- 5
- Years active
- 2016–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$30K
No prior year
Persons covered
148
No prior year
Total participants
148
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #505$30K
SURLY BREWING CO. WRAP PLAN
Mixed148 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$28K
SURLY BREWING CO. LIFE, ACCIDENTAL DEATH & DISMEMBERMENT, LONG TERM DISABILITY & SHORT TERM DISABILITY PLAN
Fully insured176 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #504$6K
SURLY BREWING CO. VISION PLAN
Fully insured105 covered·1 carrier
Primary: EYEMED VISION CARE BEHALF OF FIDELITY SECURITY LIFE INSURANCE COMPANY
Plan #501$0
SURLY BREWING CO. EMPLOYEE MEDICAL PLAN
Self-funded0 covered·0 carriers
Plan #503$0
SURLY BREWING CO. DENTAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $25K | 34.4% | |
| Long-term disability | $17K | 24.0% | |
| Other | $17K | 24.0% | |
| Short-term disability | $7K | 10.4% | |
| Vision | $5K | 7.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $17K | 57.7% | 1 | 1 | 148 |
EIN 570144607 | LSTD | $7K | 25.0% | 1 | 1 | 12 |
EIN 430949844 | V | $5K | 17.3% | 1 | 1 | 110 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MINNEAPOLIS, MN | UNITED OF OMAHA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $533 | $3K | 86.8% | 1 |
| LORI OLSON | PLYMOUTH, MN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | $0 | $196 | 5.2% | 1 |
| KELLY CAROLE LARSON | BLAINE, MN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | $7 | $152 | 4.1% | 1 |
| JILL R LAMBERT | BLAINE, MN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $50 | $0 | $50 | 1.3% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 1.0% | 1 |
| MEGHAN MOFFATT LUCAS | VICTORIA, MN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.7% | 1 |
| ELIZABETH MARIE LANGEVIN | RUSH CITY, MN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.7% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan