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  1. Companies/
  2. Telligen, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Telligen, Inc.

EIN 42-0992483-health, wellness and fitness-Latest filing 2025
Plans
3
Retirement
2
$275.3M assets
Health & Benefits
1
$159K premiums
Participants
2,383
1776 WEST LAKES PKWY - WEST DES MOINES, IA 502668239515-223-2900telligen.comLinkedIn501-1000 employeeshealth, wellness and fitness
Plans on this EIN
3 filings
#003ESOP-$163.8M - 698 part#002401(k)-$111.5M - 1,061 part#502Mixed-$159K - 624 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $275.3M assets / 1,759 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$163.8M
  • 401(K) RETIREMENT PLAN (#002)$111.5M
Total $275.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$163.8M
  • ONEAMERICA RETIREMENT SERVICES LLC$111.5M
Total $275.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)1,061
  • EMPLOYEE STOCK OWNERSHIP (#003)698
Total 1,759Select a row to open it

Benefits portfolio analytics

1 plan / $159K premiums / 624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$85K
  • Other$75K
Total $159K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

TELLIGEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$163.8M
Participants698
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

TELLIGEN, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$111.5M
Participants1,061
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

TELLIGEN WELFARE PLAN

Mixed - VISION SERVICE PLAN

Premiums$159K
Covered lives624
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003TELLIGEN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$163.8M6982025
#002TELLIGEN, INC. 401(K) RETIREMENT PLAN401(k)$111.5M1,0612025
  • TELLIGEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN$163.8M
    #003 · ESOP · 2025698
  • TELLIGEN, INC. 401(K) RETIREMENT PLAN$111.5M
    #002 · 401(k) · 20251,061

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502TELLIGEN WELFARE PLANMixedVISION SERVICE PLAN$159K6242025
  • TELLIGEN WELFARE PLAN$159K
    #502 · Mixed · VISION SERVICE PLAN · 2025624
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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