PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TOTAL EXPERT, INC.

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 81-2229221

TOTAL EXPERT, INC.

1600 UTICA AVE S · MINNEAPOLIS, MN 55416
9529778620
Plans filed
1
Years active
2019–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$151K
No prior year
Persons covered
249
No prior year
Total participants
199
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$151K
TOTAL EXPERT, INC. WRAP PLAN
Mixed249 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$138K24.4%
Short-term disability$138K24.4%
Long-term disability$138K24.4%
Other$138K24.4%
Vision$13K2.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$138K91.3%11199
EYEMED VISION CARE
EIN 430949844
V
$13K8.7%11249

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNEYEMED VISION CARE ON BEHALF OF FIDELITY LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$21K$5K$26K100.0%1

History & trajectory

7 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