Plan Ledger DOL Form 5500 · updated monthly

Agdata, LPbenefits

Agdata, LP Health and Welfare Benefit Plan · CHARLOTTE, NC · plan year 2025

Broker compensation reported · 2025
$30,460

Agdata, LP's benefits plans covered 202 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $127,188. Insurance brokers and agents were paid $30,460 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 23.9% of premiums. That is $151 per covered person, below the median for employer plans that report broker pay. Broker pay fell 78% from $139,613 in 2024.

Insurance contracts · 20253
DELTA DENTAL OF NORTH CAROLINA · dental ppo$127K · 277 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 335 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life ltdpremiums n/a · 202 covered
Brokers & agents paid · 20253
ASSUREDPARTNERS$28,563 · incl $3,925 fees
CENTRO BENEFITS RESEARCH, LLC$1,261 · incl $210 fees
Also brokered by Assuredpartners5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 204202692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.