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Sponsor portfolioTH

AMANA SOCIETY

EIN 42-0112280-consumer goods-Latest filing 2025
Plans
6
Retirement
2
$19.6M assets
Welfare
4
$874K premiums
Participants
864
P.O. BOX 189 - AMANA, IA 522030189319-622-3051amanasociety.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
6 filings
#004401k-$15.5M - 172 part#001TraditionalDB-$4.1M - 116 part#508Fully Insured-$787K - 105 lives#510Mixed-$47K - 116 lives#511Mixed-$27K - 221 lives#509Mixed-$13K - 134 lives

Retirement portfolio analytics

2 plans aggregated / $19.6M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • AMANA SOCIETY 401(K) (#004)79%
  • SOCIETY RETIREMENT PLAN (#001)21%
Total $19.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMANA SOCIETY 401(K) (#004)172
  • SOCIETY RETIREMENT PLAN (#001)116
Total 288Click row to drill in

Benefits portfolio analytics

4 plans / $874K premiums / 576 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$787K
  • Prescription drug$787K
  • Dental$47K
  • Vision$27K
Total $874K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $874K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • COTTINGHAM & BUTLER100%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AMANA SOCIETY 401(K) PLAN

401k

Assets$15.5M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMANA SOCIETY RETIREMENT PLAN

TraditionalDB

Assets$4.1M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

AMANA SOCIETY, INC. HEALTH INSURANCE PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$787K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

AMANA SOCIETY, INC. DENTAL PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$47K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

AMANA SOCIETY VISION

Mixed - FIDELITY SECURITY LIFE

Premiums$27K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

AMANA SOCIETY, INC. LIFE INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$13K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004AMANA SOCIETY 401(K) PLAN401k$15.5M1722025
001AMANA SOCIETY RETIREMENT PLANTraditionalDB$4.1M1162025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
508AMANA SOCIETY, INC. HEALTH INSURANCE PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$787K1052025
510AMANA SOCIETY, INC. DENTAL PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$47K1162025
511AMANA SOCIETY VISIONMixedFIDELITY SECURITY LIFE$27K2212025
509AMANA SOCIETY, INC. LIFE INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$13K1342025
Retirement plans
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