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  2. AGILITI HEALTH, INC.
Sponsor portfolioTH

AGILITI HEALTH, INC.

EIN 41-0760940-Real Estate and Rental and Leasing-Latest filing 2024
Plans
3
Retirement
2
$324.3M assets
Welfare
1
$3.2M premiums
Participants
15,313
11095 VIKING DRIVE, SUITE 300 - EDEN PRAIRIE, MN 55344952-893-3200
Plans on this EIN
3 filings
#002401k-$302.3M - 8,967 part#001TraditionalDB-$21.9M - 435 part#538Mixed-$3.2M - 5,884 lives

Retirement portfolio analytics

2 plans aggregated / $324.3M assets / 9,402 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • AGILITI 401(K) (#002)93%
  • INC. EMPLOYEES' PENSION (#001)7%
Total $324.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • (Not disclosed)93%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $324.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGILITI 401(K) (#002)8,967
  • INC. EMPLOYEES' PENSION (#001)435
Total 9,402Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 5,884 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$1.6M
  • Long-term disability$804K
Total $3.2M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA98%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • AON CONSULTING INC95%
  • CUSTOM BENEFIT PROGRAMS INC5%
Total $102K2 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$302.3M
Participants8,967
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$3.2M
Covered lives5,884
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AGILITI 401(K)401k$302.3M8,9672024
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$3.2M5,8842024
Retirement plans
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