Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TELLIGEN
EIN 42-0992483health, wellness and fitnessLatest filing 2025
Plans
3
Retirement
2
$245.0M assets
Welfare
1
$159K premiums
Participants
2,343
1776 WEST LAKES PARKWAY - WEST DES MOINES, IA 50266515-223-2900telligen.comLinkedIn501-1000 employeeshealth, wellness and fitness
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $245.0M assets / 1,719 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- (Not disclosed)60%
- AMERICAN UNITED LIFE INSURANCE CO40%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $159K premiums / 624 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$85K
- Other$75K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- VISION SERVICE PLAN53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
- CURALINC HEALTHCARE9%
Broker market share
Schedule A broker compensation
64%top
- BENEFIT ADVISORS SVCS GRP LLC64%
- LOCKTON COMPANIES, LLC20%
- ADP INC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TELLIGEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$147.1M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TELLIGEN, INC. 401(K) RETIREMENT PLAN
401k
Assets$97.9M
Participants1,014
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TELLIGEN WELFARE PLAN
Mixed - VISION SERVICE PLAN
Premiums$159K
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TELLIGEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $147.1M | 705 | 2024 | |
| 002 | TELLIGEN, INC. 401(K) RETIREMENT PLAN | 401k | $97.9M | 1,014 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TELLIGEN WELFARE PLAN | Mixed | VISION SERVICE PLAN | $159K | 624 | 2025 |
Retirement plans
Welfare plans