Form 5500 · Employee benefit plan · AMES, IA
TODD & SARGENT, INC.
TODD & SARGENT, INC. of AMES, IA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HOLMES, MURPHY AND ASSOCIATES, LLC. Coverage is written through EMPLOYEE & FAMILY RESOURCES, INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1432171 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EMPLOYEE & FAMILY RESOURCES, INC. | — | 252 | September | $27,763 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 115 | December | $1,111 |
| DELTA DENTAL OF IOWA | Dental | 96 | December | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 110 | December | $0 |
| STANDARD INSURANCE COMPANY | Life | 193 | September | $0 |
| STANDARD INSURANCE COMPANY | Disability | 79 | September | $0 |
Questions
Who is TODD & SARGENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TODD & SARGENT, INC.'s broker of record is HOLMES, MURPHY AND ASSOCIATES, LLC.
What insurance carrier does TODD & SARGENT, INC. use?
TODD & SARGENT, INC.'s benefit plan is written through EMPLOYEE & FAMILY RESOURCES, INC., among 6 disclosed carriers.
When does TODD & SARGENT, INC.'s group plan renew?
The most recent Schedule A policy period for TODD & SARGENT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TODD & SARGENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.