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  2. AGILITI HEALTH, INC.
Sponsor portfolioTH

AGILITI HEALTH, INC.

EIN 41-0760940-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$375.2M assets
Welfare
1
$3.6M premiums
Participants
14,113
11095 VIKING DRIVE SUITE 300, SUITE 300 - EDEN PRAIRIE, MN 55344952-893-3200
Plans on this EIN
3 filings
#002401k-$353.2M - 7,783 part#001TraditionalDB-$21.9M - 435 part#538Mixed-$3.6M - 5,869 lives

Retirement portfolio analytics

2 plans aggregated / $375.2M assets / 8,218 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • AGILITI 401(K) (#002)94%
  • INC. EMPLOYEES' PENSION (#001)6%
Total $375.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • (Not disclosed)94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $375.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGILITI 401(K) (#002)7,783
  • INC. EMPLOYEES' PENSION (#001)435
Total 8,218Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 5,869 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$2.5M
  • Long-term disability$2.5M
  • Health$69K
Total $3.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA95%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • LOCKTON COMPANIES, LLC42%
  • CUSTOM BENEFIT PROGRAMS INC39%
  • AON CONSULTING INC20%
Total $210K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AGILITI 401(K)

401k

Assets$353.2M
Participants7,783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AGILITI HEALTH INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$21.9M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#538

AGILITI HEALTH, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.6M
Covered lives5,869
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AGILITI 401(K)401k$353.2M7,7832025
001AGILITI HEALTH INC. EMPLOYEES' PENSION PLANTraditionalDB$21.9M4352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
538AGILITI HEALTH, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.6M5,8692025
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