PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AGILEBITS USA INC
Sponsor portfolio

AGILEBITS USA INC

EIN 85-0946691-Latest filing 2025
Plans
2
Retirement
1
$30.9M assets
Welfare
1
$385K premiums
Participants
1,304
1000 NORTH WEST STREET, SUITE 1200, UNIT 2090 - WILMINGTON, DE 19801888-710-9976
Plans on this EIN
2 filings
#001401k-$30.9M - 659 part#501Fully Insured-$385K - 627 lives

Benefits portfolio analytics

1 plan / $385K premiums / 627 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$281K
  • Life$252K
  • Short-term disability$230K
  • Long-term disability$230K
  • Health$84K
  • Vision$63K
  • +2 more
Total $385K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • STANDARD INSURANCE COMPANY68%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • VISION SERVICE PLAN11%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
Total $385K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $39K1 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

1PASSWORD 401(K) PLAN

401k

Assets$30.9M
Participants659
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGILEBITS USA INC HEALTH AND WELFARE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$385K
Covered lives627
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0011PASSWORD 401(K) PLAN401k$30.9M6592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGILEBITS USA INC HEALTH AND WELFARE PLANFully InsuredSTANDARD INSURANCE COMPANY$385K6272025
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