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Sponsor portfolioWelfare / HealthEIN 41-1944077

THE BERNARD GROUP

1650 MCGLYNN ROAD · CHANHASSEN, MN 553179322
9524796072
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$840K
No prior year
Persons covered
1,320
No prior year
Total participants
978
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$840K
THE BERNARD GROUP, ASSOCIATED COMPANIES HEALTH & WELFARE PLAN
Mixed1,320 covered·3 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$722K24.0%
Short-term disability$722K24.0%
Long-term disability$722K24.0%
Other$722K24.0%
Vision$70K2.3%
Dental$48K1.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LSTDLTDOth
$722K86.0%11975
EYEMED VISION CARE
EIN 430949844
V
$70K8.4%11924
HEALTHPARTNERS INSURANCE COMPANY
EIN 411693838
D
$48K5.7%111,320

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCKING OF PRUSSIA, PARELIASTAR LIFE INSURANCE COMPANY, EYEMED, HEALTHPARTNERS, INC.$210K$23K$233K95.2%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILRELIASTAR LIFE INSURANCE COMPANY$0$10K$10K4.1%1
ADP, INC.BOSTON, MARELIASTAR LIFE INSURANCE COMPANY$0$2K$2K0.8%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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