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Sponsor portfolio

WELLS AG SUPPLY

EIN 27-0215345-farming-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$926K premiums
Participants
213
55560 150TH AVE - FONDA, IA 505408732712-288-6210wellsagsupply.comLinkedIn51-200 employeesfarming
Plans on this EIN
2 filings
#001401k-$2.3M - 136 part#501Fully Insured-$926K - 72 lives

Benefits portfolio analytics

1 plan / $926K premiums / 72 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$808K
  • Prescription drug$808K
  • Vision$72K
  • Life$72K
  • Short-term disability$72K
  • Long-term disability$72K
  • +2 more
Total $926K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $926K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • KHI SOLUTIONS LLC99%
  • FINANCIAL ARCHITECTS, INC.1%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WELLS AG SUPPLY 401(K) PLAN

401k

Assets$2.3M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLS AG SUPPLY WELFARE BENEFIT PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$926K
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLS AG SUPPLY 401(K) PLAN401k$2.3M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLS AG SUPPLY WELFARE BENEFIT PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$926K722025
Retirement plans
Welfare plans
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