Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-4202692
AGDATA, LP
6801 CARNEGIE BOULEVARD, SUITE 100 · CHARLOTTE, NC 28211
7043674600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 11
- Latest filing
- 2025
Total premiums (latest)
$247K
No prior year
Persons covered
335
No prior year
Total participants
202
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $127K | 28.7% | |
| Life | $98K | 22.2% | |
| Long-term disability | $98K | 22.2% | |
| Other | $98K | 22.2% | |
| Vision | $21K | 4.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 561018068 | D | $127K | 51.6% | 1 | 1 | 277 |
EIN 360883760 | LLTDOth | $98K | 39.9% | 1 | 1 | 202 |
EIN 135581829 | V | $21K | 8.6% | 1 | 1 | 335 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | RICHFIELD, OH | RELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF NORTH CAROLINA, METROPOLITAN LIFE INSURANCE COMPANY | $25K | $4K | $29K | 93.8% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $210 | $1K | 4.1% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $636 | $636 | 2.1% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan