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Sponsor portfolioWelfare / HealthEIN 41-0832249

BOLTON & MENK, INC.

d/b/a BOLTON & MENK, INC.
1960 PREMIER DRIVE · MANKATO, MN 56001
5076254171
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,126
No prior year
Total participants
1,126
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$1.1M
BOLTON & MENK, INC. BENEFITNESS PLAN
Mixed1,126 covered·2 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$432K31.2%
Life$287K20.8%
Other$287K20.8%
Long-term disability$234K16.9%
Vision$144K10.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$953K86.9%131,126
VISION SERVICE PLAN
EIN 061227840
V
$144K13.1%11690

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESSOUTHBOROUGH, MALINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$132K$21K$153K70.6%1
ARCHON LLCHAUPPAUGE, NYLINCOLN NATIONAL LIFE INSURANCE COMPANY$0$35K$35K16.3%1
PROFESSION GROUP PLANSHAUPPAUGE, NYLINCOLN NATIONAL LIFE INSURANCE COMPANY$0$28K$28K13.1%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
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