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Sponsor portfolioTH

AG&E ASSOCIATES PLLC

EIN 20-0819808-Latest filing 2025
Plans
3
Retirement
1
$7.9M assets
Welfare
2
$1.4M premiums
Participants
311
901 MAIN STREET, SUITE 5020 - DALLAS, TX 75202888-282-9615
Plans on this EIN
3 filings
#001401k-$7.9M - 155 part#501Fully Insured-$1.3M - 283 lives#508Fully Insured-$107K - 117 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$190K
  • Vision$93K
  • Life$93K
  • Short-term disability$93K
  • Long-term disability$93K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • AFLAC7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • UNITED CONCORDIA INSURANCE COMPANY5%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • IMA, INC.45%
  • ALLIANT INSURANCE SERVICES, INC.44%
  • CLARIBEN INSURANCE AGENCY9%
  • ALKEME INSURANCE SERVICES INC2%
Total $104K4 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

AG&E 401(K) PLAN

401k

Assets$7.9M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AG&E ASSOCIATES PLLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE SHIELD BLUE CROSS OF TEXAS

Premiums$1.3M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

AG&E ASSOCIATES PLLC DENTAL, VISION, LIFE AD&D, VOL LIFE, STD, LTD PLAN

Fully Insured - RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA

Premiums$107K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AG&E 401(K) PLAN401k$7.9M1552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AG&E ASSOCIATES PLLC HEALTH AND WELFARE PLANFully InsuredBLUE SHIELD BLUE CROSS OF TEXAS$1.3M2832025
508AG&E ASSOCIATES PLLC DENTAL, VISION, LIFE AD&D, VOL LIFE, STD, LTD PLANFully InsuredRENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA$107K1172024
Retirement plans
Welfare plans
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