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  2. Strategic America, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Strategic America, Inc.

EIN 42-1206760-marketing and advertising-Latest filing 2025
Plans
5
Retirement
2
$33.7M assets
Health & Benefits
3
$41K premiums
Participants
589
6600 WESTOWN PKWY # 100 - WEST DES MOINES, IA 502667708515-453-2013strategicamerica.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
5 filings
#001401(k)-$30.9M - 158 part#002ESOP-$2.8M - 113 part#502Fully insured-$23K - 104 lives#503Fully insured-$15K - 104 lives#505Fully insured-$3K - 125 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $33.7M assets / 271 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$30.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$2.8M
Total $33.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)158
  • EMPLOYEE STOCK OWNERSHIP (#002)113
Total 271Select a row to open it

Benefits portfolio analytics

3 plans / $41K premiums / 333 covered lives

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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#001

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

401(k)

Assets$30.9M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STRATEGIC AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.8M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

STRATEGIC AMERICA UBC, LIFE AND AD&D PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$23K
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

STRATEGIC AMERICA, INC. LONG TERM DISABILITY PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$15K
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

STRATEGIC AMERICA, INC. EAP PLAN

Fully insured - EMPLOYEE & FAMILY RESOURCES, INC.

Premiums$3K
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STRATEGIC AMERICA, INC. 401(K) PROFIT SHARING PLAN401(k)$30.9M1582025
#002STRATEGIC AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.8M1132025
  • STRATEGIC AMERICA, INC. 401(K) PROFIT SHARING PLAN$30.9M
    #001 · 401(k) · 2025158
  • STRATEGIC AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN$2.8M
    #002 · ESOP · 2025113

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • STRATEGIC AMERICA UBC, LIFE AND AD&D PLAN$23K
    #502 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025104
  • STRATEGIC AMERICA, INC. LONG TERM DISABILITY PLAN$15K
    #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025104
  • STRATEGIC AMERICA, INC. EAP PLAN$3K
    #505 · Fully insured · EMPLOYEE & FAMILY RESOURCES, INC. · 2025125
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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