PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STRATEGIC AMERICA, INC.
Sponsor portfolio

STRATEGIC AMERICA, INC.

EIN 42-1206760-marketing and advertising-Latest filing 2025
Plans
5
Retirement
2
$30.6M assets
Welfare
3
$41K premiums
Participants
587
6600 WESTOWN PARKWAY, SUITE 100 - WEST DES MOINES, ID 50266515-453-2013strategicamerica.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
5 filings
#001401k-$27.1M - 165 part#002ESOP-$3.5M - 104 part#502Fully Insured-$23K - 104 lives#503Fully Insured-$15K - 104 lives#505Fully Insured-$3K - 125 lives

Retirement portfolio analytics

2 plans aggregated / $30.6M assets / 269 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#001)89%
  • EMPLOYEE STOCK OWNERSHIP (#002)11%
Total $30.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)165
  • EMPLOYEE STOCK OWNERSHIP (#002)104
Total 269Click row to drill in

Benefits portfolio analytics

3 plans / $41K premiums / 333 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EMPLOYEE & FAMILY RESOURCES, INC.100%
Total $3K1 slice

Plan deep-dives

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

STRATEGIC AMERICA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$27.1M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STRATEGIC AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.5M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STRATEGIC AMERICA UBC, LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$23K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

STRATEGIC AMERICA, INC. LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$15K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

STRATEGIC AMERICA, INC. EAP PLAN

Fully Insured - EMPLOYEE & FAMILY RESOURCES, INC.

Premiums$3K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIC AMERICA, INC. 401(K) PROFIT SHARING PLAN401k$27.1M1652024
002STRATEGIC AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.5M1042024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STRATEGIC AMERICA UBC, LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$23K1042025
503STRATEGIC AMERICA, INC. LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$15K1042025
505STRATEGIC AMERICA, INC. EAP PLANFully InsuredEMPLOYEE & FAMILY RESOURCES, INC.$3K1252025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica