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Sponsor portfolioWelfare / HealthEIN 75-3100788

WEALTH ENHANCEMENT GROUP

505 HIGHWAY 169 N · PLYMOUTH, MN 554414723
7634171700
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$22.4M
No prior year
Persons covered
2,923
No prior year
Total participants
1,798
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #509$22.4M
WEALTH ENHANCEMENT GROUP WELFARE BENEFITS
Mixed2,923 covered·4 carriers
Primary: HEALTHPARTNERS INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$21.3M93.2%
Long-term disability$535K2.3%
Other$477K2.1%
Life$437K1.9%
Vision$103K0.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTHPARTNERS INSURANCE COMPANY
EIN 411683523
H
$21.3M95.0%112,923
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$1.0M4.5%131,806
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$103K0.5%112,119

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMINNEAPOLIS, MNFIRST UNUM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, HEALTHPARTNERS INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY$61K$0$61K61.0%1
NFP INSURANCE SERVICES INCPLYMOUTH, MNFIRST UNUM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, HEALTHPARTNERS INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY$38K$950$39K39.0%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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