Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$60K
- Life$39K
- Vision$15K
- Long-term disability$12K
- +1 more
Filings through .
Todd & Sargent, Inc.
EIN 42-1432171constructionLatest filing 2025
Plans
2
Retirement
1
$24.8M assets
Health & Benefits
1
$1.5M premiums
Participants
503
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.5M premiums / 307 covered lives
See carrier market share with Pro.
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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#002
TODD & SARGENT, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$24.8M
Participants289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TODD & SARGENT, INC. WELFARE BENEFIT PLAN
Fully insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$1.5M
Covered lives307
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TODD & SARGENT, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $24.8M | 289 | 2025 |
- #002 · 401(k) · 2025289
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TODD & SARGENT, INC. WELFARE BENEFIT PLAN | Fully insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $1.5M | 307 | 2025 |
- #501 · Fully insured · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 2025307
Retirement plans
Health & Benefits plans