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  2. AGENTSYNC, INC.
Sponsor portfolio

AGENTSYNC, INC.

EIN 84-4905267-insurance-Latest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$105K premiums
Participants
517
3660 BLAKE STREET, SUITE 600 - DENVER, CO 80205720-807-2920agentsync.ioLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$9.2M - 245 part#501Mixed-$105K - 164 lives

Benefits portfolio analytics

1 plan / $105K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$105K
  • Short-term disability$105K
  • Long-term disability$105K
  • Other$105K
Total $105K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $105K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $19K1 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

AGENTSYNC 401(K) PLAN

401k

Assets$9.2M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGENTSYNC, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$105K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AGENTSYNC 401(K) PLAN401k$9.2M2452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGENTSYNC, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$105K1642025
Retirement plans
Welfare plans
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