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Sponsor portfolio

THE AAGARD GROUP, LLC

EIN 41-1860765-Latest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$206K premiums
Participants
721
3711 IOWA STREET - ALEXANDRIA, MN 56308320-763-6043
Plans on this EIN
2 filings
#001401k-$25.8M - 384 part#502Mixed-$206K - 333 lives

Benefits portfolio analytics

1 plan / $206K premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$90K
  • Life$56K
  • Short-term disability$47K
  • Vision$13K
Total $206K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • STANDARD INSURANCE COMPANY94%
  • VISION SERVICE PLAN6%
Total $206K2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • CENTRO BENEFITS RESEARCH LLC51%
  • MARSH & MCLENNAN AGENCY LLC49%
Total $30K2 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

THE AAGARD GROUP, LLC. 401(K) PS PLAN

401k

Assets$25.8M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE AAGARD GROUP, LLC FIRST AMENDED AND RESTATED EMPLOYEE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY - LTD

Premiums$206K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE AAGARD GROUP, LLC. 401(K) PS PLAN401k$25.8M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE AAGARD GROUP, LLC FIRST AMENDED AND RESTATED EMPLOYEE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY - LTD$206K3332025
Retirement plans
Welfare plans
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