Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$127K
- Life$98K
- Long-term disability$98K
- Other$98K
- Vision$21K
Sponsor portfolio
AGDATA, LP
EIN 20-4202692information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$247K premiums
Participants
483
6801 CARNEGIE BOULEVARD, SUITE 100 - CHARLOTTE, NC 28211704-367-4600agdata.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $247K premiums / 335 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- DELTA DENTAL OF CALIFORNIA52%
- RELIANCE STANDARD LIFE INSURANCE COMPANY40%
- METROPOLITAN LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
94%top
- ASSUREDPARTNERS94%
- CENTRO BENEFITS RESEARCH LLC4%
- PLANSOURCE BENEFITS ADMINISTRATION2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AGDATA, L.P. 401(K) PLAN
401k
Assets$23.0M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AGDATA, LP HEALTH AND WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF NORTH CAROLINA
Premiums$247K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AGDATA, L.P. 401(K) PLAN | 401k | $23.0M | 281 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AGDATA, LP HEALTH AND WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF NORTH CAROLINA | $247K | 335 | 2025 |
Retirement plans
Welfare plans