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Sponsor portfolio

AG LEADER TECHNOLOGY, INC.

EIN 42-1449254-Latest filing 2025
Plans
6
Retirement
1
$50.1M assets
Welfare
5
$4.5M premiums
Participants
1,928
2202 S RIVERSIDE DR - AMES, IA 500108202515-735-7000
Plans on this EIN
6 filings
#002401k-$50.1M - 368 part#501Fully Insured-$4.0M - 235 lives#503Fully Insured-$249K - 255 lives#504Fully Insured-$147K - 286 lives#505Mixed-$45K - 150 lives#507Fully Insured-$39K - 634 lives

Benefits portfolio analytics

5 plans / $4.5M premiums / 1,560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$215K
  • Life$164K
  • Short-term disability$123K
  • Long-term disability$123K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ASSUREDPARTNERS69%
  • KNAPP TEDESCO INSURANCE AGENCY31%
Total $51K2 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

AG LEADER TECHNOLOGY, INC. 401(K) PLAN

401k

Assets$50.1M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AG LEADER TECHNOLOGY, INC. HEALTH PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$4.0M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AG LEADER TECHNOLOGY, INC. DENTAL PLAN

Fully Insured - DELTA DENTAL OF IOWA

Premiums$249K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AG LEADER TECHNOLOGY, INC. DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$147K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AG LEADER TECHNOLOGY, INC. LIFE AND ACCIDENT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$45K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

AG LEADER TECHNOLOGY, INC. VISION PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE

Premiums$39K
Covered lives634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AG LEADER TECHNOLOGY, INC. 401(K) PLAN401k$50.1M3682024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AG LEADER TECHNOLOGY, INC. HEALTH PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$4.0M2352025
503AG LEADER TECHNOLOGY, INC. DENTAL PLANFully InsuredDELTA DENTAL OF IOWA$249K2552025
504AG LEADER TECHNOLOGY, INC. DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$147K2862025
505AG LEADER TECHNOLOGY, INC. LIFE AND ACCIDENT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$45K1502025
507AG LEADER TECHNOLOGY, INC. VISION PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE$39K6342025
Retirement plans
Welfare plans
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