Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $19.6M assets / 288 participants
Share of aggregate retirement assets
Active + retired + deferred vested
4 plans / $874K premiums / 576 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Mixed - FIDELITY SECURITY LIFE
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | AMANA SOCIETY 401(K) PLAN | 401(k) | $15.5M | 172 | 2025 |
| #001 | AMANA SOCIETY RETIREMENT PLAN | Traditional DB | $4.1M | 116 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #508 | AMANA SOCIETY, INC. HEALTH INSURANCE PLAN | Fully insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $787K | 105 | 2025 |
| #510 | AMANA SOCIETY, INC. DENTAL PLAN | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $47K | 116 | 2025 |
| #511 | AMANA SOCIETY VISION | Mixed | FIDELITY SECURITY LIFE | $27K | 221 | 2025 |
| #509 | AMANA SOCIETY, INC. LIFE INSURANCE PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $13K | 134 | 2025 |