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  2. AGATE STEEL, INC.
Sponsor portfolio

AGATE STEEL, INC.

EIN 86-0326903-construction-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$596K premiums
Participants
183
2403 NORTH COUNTRY CLUB DRIVE - SCOTTSDALE, AZ 85256480-994-9455agatesteel.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$4.2M - 116 part#501Fully Insured-$596K - 94 lives

Benefits portfolio analytics

1 plan / $596K premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$583K
  • Dental$583K
  • Prescription drug$583K
  • Vision$7K
  • Life$6K
Total $596K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • HUMANA INSURANCE COMPANY1%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $596K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ASSUREDPARTNERS99%
  • BLUE CROSS BLUE SHIELD OF FLORIDA1%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AGATE, INC. 401(K) PLAN

401k

Assets$4.2M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGATE, INC. MEDICAL

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$596K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AGATE, INC. 401(K) PLAN401k$4.2M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGATE, INC. MEDICALFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$596K942025
Retirement plans
Welfare plans
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