Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Sponsor portfolio
AGATE SOFTWARE INC
EIN 38-3161089computer softwareLatest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$9K premiums
Participants
258
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9K premiums / 103 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- GREGORY BROGAN100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN
401k
Assets$4.4M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
AGATE GROUP LIFE
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$9K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AGATE SOFTWARE, INC. 401(K) RETIREMENT PLAN | 401k | $4.4M | 155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGATE GROUP LIFE | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | 103 | 2025 |
Retirement plans
Welfare plans