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Sponsor portfolioWelfare / HealthEIN 83-4680113

5812 INVESTMENT GROUP, LLC

3601 WEST 76TH STREET, SUITE 200 · EDINA, MN 55435
9522325150
Plans filed
1
Years active
2020–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
364
No prior year
Total participants
353
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.9M
5812 INVESTMENT GROUP, LLC COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Fully insured364 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M45.0%
Prescription drug$2.6M44.8%
Dental$132K2.3%
Other$115K2.0%
Life$108K1.9%
Short-term disability$108K1.9%
Long-term disability$108K1.9%
Vision$22K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 410984460
HRx
$2.6M90.6%11339
DELTA DENTAL OF CALIFORNIA
EIN 410952670
D
$132K4.6%11364
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$108K3.8%11353
VISION SERVICE PLAN
EIN 061227840
V
$22K0.8%11213
AMERICAN HEALTH HOLDING
EIN 311368946
HOth
$7K0.3%11251

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VABLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS, VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY, AMERICAN HEALTH HOLDING, INC., DELTA DENTAL OF MINNESOTA$168K$8K$176K100.0%1

History & trajectory

6 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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