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Sponsor portfolioWelfare / HealthEIN 41-0579540

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED

3311 E OLD SHAKOPEE RD, SUITE 300 · BLOOMINGTON, MN 55425
6512924400
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$328K
No prior year
Persons covered
1,136
No prior year
Total participants
795
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$306K
TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR GROUP LIFE AD&D AND DISABILITY PLAN
Fully insured423 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #501$22K
TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR HEALTH CARE PLAN
Mixed713 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$306K24.6%
Life$306K24.6%
Short-term disability$306K24.6%
Long-term disability$306K24.6%
Vision$22K1.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$306K93.4%12423
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$22K6.6%11713

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BLOOMINGTON, MNLIFE INSURANCE COMPANY OF NORTH AMERICA, FIDELITY SECURITY LIFE INSURANCE COMPANY$37K$4K$41K100.0%2

History & trajectory

11 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
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