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Sponsor portfolio

AMES NATIONAL CORPORATION

EIN 42-1039071-financial services-Latest filing 2025
Plans
3
Retirement
1
$79.4M assets
Welfare
2
$112K premiums
Participants
746
P.O. BOX 846 - AMES, IA 500106151515-232-5561amesnational.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$79.4M - 349 part#501Fully Insured-$79K - 386 lives#502Fully Insured-$32K - 138 lives

Benefits portfolio analytics

2 plans / $112K premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$79K
  • Vision$32K
Total $112K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • PRINCIPAL LIFE INSURANCE COMPANY71%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY29%
Total $112K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MITCHEL ALAN JOHNK76%
  • IOWA BANKERS INSURANCE AND SERVICES24%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMES NATIONAL CORPORATION 401(K) PLAN

401k

Assets$79.4M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMES NATIONAL CORPORATION LIFE INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$79K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AMES NATIONAL CORPORATION VISION INSURANCE PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$32K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AMES NATIONAL CORPORATION 401(K) PLAN401k$79.4M3492025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMES NATIONAL CORPORATION LIFE INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$79K3862025
502AMES NATIONAL CORPORATION VISION INSURANCE PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$32K1382025
Retirement plans
Welfare plans
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