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Sponsor portfolio

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY

EIN 42-1153896-insurance-Latest filing 2025
Plans
2
Retirement
1
$181.9M assets
Welfare
1
$901K premiums
Participants
2,054
1150 LOCUST STREET, SUITE 101 - DES MOINES, IA 50309888-221-1234LinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001ESOP-$181.9M - 1,141 part#506Mixed-$901K - 913 lives

Benefits portfolio analytics

1 plan / $901K premiums / 913 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$754K
  • Life$745K
  • Short-term disability$745K
  • Long-term disability$745K
  • Vision$147K
Total $901K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA84%
  • VERATRUS BENEFIT SOLUTIONS16%
Total $901K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BROWN & BROWN INSURANCE SERVICES91%
  • HAYS COMPANIES, INC.5%
  • REUBEN WARNER ASSOCIATES, INC.4%
Total $48K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN

ESOP

Assets$181.9M
Participants1,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

AMERICAN EQUITY HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$901K
Covered lives913
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLANESOP$181.9M1,1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506AMERICAN EQUITY HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$901K9132025
Retirement plans
Welfare plans
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