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Sponsor portfolioWelfare / HealthEIN 20-3063093
TRADITION CAPITAL BANK
7601 FRANCE AVENUE SOUTH · EDINA, MN 55435
9528066622
- Plans filed
- 4
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
520
No prior year
Total participants
594
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$2.1M
TRADITION CAPITAL BANK MEDICAL PLAN
Fully insured188 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF MINNESOTA
Plan #501$82K
TRADITION CAPITAL BANK LIFE & DISABILITY PLAN
Fully insured154 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$710
TRADITION CAPITAL BANK VISION PLAN
Fully insured178 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$0
TRADITION CAPITAL BANK DENTAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Vision | $2.1M | 47.2% | |
| Health | $2.1M | 47.2% | |
| Life | $82K | 1.9% | |
| Long-term disability | $82K | 1.9% | |
| Other | $82K | 1.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 410984460 | HV | $2.1M | 96.2% | 1 | 1 | 188 |
EIN 010278678 | LLTDOth | $82K | 3.8% | 1 | 1 | 154 |
EIN 135581829 | V | $710 | 0.0% | 1 | 1 | 178 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MINNESOTA, METROPOLITAN LIFE INSURANCE COMPANY | $72K | $2K | $74K | 100.0% | 3 |
History & trajectory
4 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