Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINK ASSOCIATES
EIN 42-0815363non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$3.5M assets
Welfare
1
$1.3M premiums
Participants
680
1452 29TH STREET - WEST DES MOINES, IA 50266515-262-8888linkassociates.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 422 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 258 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.2M
- Dental$62K
- Long-term disability$20K
- Life$10K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- DELTA DENTAL OF CALIFORNIA5%
- HARTFORD LIFE AND ACCIDENT2%
Broker market share
Schedule A broker compensation
100%top
- KHI SOLUTIONS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LINK ASSOCIATES EMPLOYER 403B RETIREMENT PLAN
403b
Assets$3.4M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LINK ASSOCIATES TSA RETIREMENT PLAN
403b
Assets$36K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LINK ASSOCIATES WELFARE BENEFIT PLAN
Mixed - AETNA HEALTH, INC.
Premiums$1.3M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LINK ASSOCIATES EMPLOYER 403B RETIREMENT PLAN | 403b | $3.4M | 407 | 2024 | |
| 002 | LINK ASSOCIATES TSA RETIREMENT PLAN | 403b | $36K | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LINK ASSOCIATES WELFARE BENEFIT PLAN | Mixed | AETNA HEALTH, INC. | $1.3M | 258 | 2024 |
Retirement plans
Welfare plans