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Sponsor portfolioWelfare / HealthEIN 41-0847319
SRF CONSULTING GROUP, INC.
3701 WAYZATA BOULEVARD · MINNEAPOLIS, MN 55416
7632496747
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$300K
No prior year
Persons covered
383
No prior year
Total participants
383
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 | $288K | 25.6% | |
| Life | $275K | 24.4% | |
| Short-term disability | $275K | 24.4% | |
| Long-term disability | $275K | 24.4% | |
| Vision | $12K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $275K | 91.6% | 1 | 1 | 383 |
EIN 731016728 | Oth | $13K | 4.3% | 1 | 1 | 102 |
EIN 430949844 | V | $12K | 4.1% | 1 | 1 | 358 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | KIMBERLY, WI | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $41K | $10K | $51K | 95.3% | 1 |
| STEVE BAKER | COCOA BEACH, FL | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $2K | $0 | $2K | 3.3% | 1 |
| DAVID J. KLEINSMITH | MAPLE HILL, KS | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $507 | $0 | $507 | 1.0% | 1 |
| K C A MARKETING INC | MAPLE GROVE, MN | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $87 | $0 | $87 | 0.2% | 1 |
| VALERIE HANSON | FARGO, ND | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $59 | $0 | $59 | 0.1% | 1 |
| DIANNE M. CHURIK | MINNEAPOLIS, MN | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $38 | $0 | $38 | 0.1% | 1 |
| ALAN W. JUDD | SAINT PAUL, MN | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $29 | $0 | $29 | 0.1% | 1 |
History & trajectory
10 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