PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. GLOBAL OVERVIEW

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 37-1748694

GLOBAL OVERVIEW

10900 WAYZATA BLVD STE 600 · MINNETONKA, MN 553055803
9528297850
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
135
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
GLOBAL OVERVIEW WELFARE BENEFITS PLAN
Fully insured135 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M83.7%
Dental$88K5.3%
Life$88K5.3%
Long-term disability$88K5.3%
Vision$5K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$1.4M93.7%12110
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLLTD
$88K5.9%11135
EYEMED VISION CARE
EIN 430949844
V
$5K0.4%1179

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DATTILO CONSULTING, INC.CHANHASSEN, MNEYEMED VISION CARE, AETNA LIFE INSURANCE CO., ALLINA HEALTH AND AETNA INSURANCE, GUARDIAN$39K$4K$43K100.0%1

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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica