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Sponsor portfolioWelfare / HealthEIN 41-0731300
ADOLFSON AND PETERSON, INC.
8000 NORMAN CENTER DRIVE · MINNEAPOLIS, MN 55437
9524178368
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$695K
No prior year
Persons covered
1,141
No prior year
Total participants
598
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $641K | 34.1% | |
| Life | $395K | 21.0% | |
| Short-term disability | $395K | 21.0% | |
| Long-term disability | $395K | 21.0% | |
| Vision | $53K | 2.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $395K | 56.8% | 1 | 1 | 594 |
EIN 362739571 | VOth | $268K | 38.6% | 1 | 3 | 1,141 |
EIN 272284248 | Oth | $32K | 4.6% | 1 | 1 | 680 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $29K | $5K | $34K | 57.5% | 1 |
| AON CONSULTING INC | MINNEAPOLIS, MN | UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $21K | $4K | $25K | 42.5% | 1 |
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