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Form 5500 · Employee benefit plan · CHARLOTTE, NC

AGDATA, LP

AGDATA, LP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ASSURED PARTNERS OF OHIO LLC. Coverage is written through DELTA DENTAL OF NORTH CAROLINA and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4202692 · plan 502 · as of Jul 2026

Participants
173
Carriers on file
9
Disclosed commissions
$22,658
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL OF NORTH CAROLINADental251December$10,452
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision312December$3,962
RELIANCE STANDARD LIFE INSURANCE COMPANYLife174December$3,146
RELIANCE STANDARD LIFE INSURANCE COMPANYDisability173December$2,314
RELIANCE STANDARD LIFE INSURANCE COMPANY68December$1,689
RELIANCE STANDARD LIFE INSURANCE COMPANY22December$547
RELIANCE STANDARD LIFE INSURANCE COMPANY18December$307
RELIANCE STANDARD LIFE INSURANCE COMPANY49December$241
UNITED HEALTHCARE INSURANCE COMPANYHealth287December$0

Questions

Who is AGDATA, LP's benefits broker?

Per its most recent Form 5500 Schedule A, AGDATA, LP's broker of record is ASSURED PARTNERS OF OHIO LLC.

What insurance carrier does AGDATA, LP use?

AGDATA, LP's benefit plan is written through DELTA DENTAL OF NORTH CAROLINA, among 9 disclosed carriers.

When does AGDATA, LP's group plan renew?

The most recent Schedule A policy period for AGDATA, LP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AGDATA, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.