PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOUTH LAKE CLINIC, P.A.

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 41-1240834

SOUTH LAKE CLINIC, P.A.

17705 HUTCHINS DRIVE SUITE 250 · MINNETONKA, MN 55345
9524018300
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
162
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
SOUTH LAKE CLINIC, P.A. HEALTH AND WELFARE PLAN
Mixed162 covered·5 carriers
Primary: HEALTHPARTNERS INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M43.1%
Prescription drug$1.7M43.1%
Other$148K3.7%
Life$131K3.3%
Short-term disability$131K3.3%
Long-term disability$131K3.3%
Vision$7K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTHPARTNERS INSURANCE COMPANY
EIN 411683523
HRx
$1.7M91.7%11162
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$146K7.8%12118
EYEMED VISION CARE
EIN 430949844
V
$7K0.4%11102
CURALINC HEALTHCARE
EIN 331206383
Oth
$2K0.1%11115

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., HEALTHPARTNERS INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$18K$55K$73K91.0%1
MARC A GROVEROGERS, MNUNUM LIFE INSURANCE COMPANY OF AMERICA$0$7K$7K9.0%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
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