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
Filings through .
Top hat
AG&E Associates, L.L.C.
EIN 20-0819808Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
1
$11.0M assets
Health & Benefits
2
$1.4M premiums
Participants
350
901 MAIN STREET, SUITE 5020 - DALLAS, TX 75202214-520-7202
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.4M premiums / 400 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AG&E 401(K) PLAN
401(k)
Assets$11.0M
Participants194
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AG&E ASSOCIATES PLLC HEALTH AND WELFARE PLAN
Fully insured - BLUE SHIELD BLUE CROSS OF TEXAS
Premiums$1.3M
Covered lives283
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AG&E 401(K) PLAN | 401(k) | $11.0M | 194 | 2025 |
- AG&E 401(K) PLAN$11.0M#001 · 401(k) · 2025194
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AG&E ASSOCIATES PLLC HEALTH AND WELFARE PLAN | Fully insured | BLUE SHIELD BLUE CROSS OF TEXAS | $1.3M | 283 | 2025 |
| #508 | AG&E ASSOCIATES PLLC DENTAL, VISION, LIFE AD&D, VOL LIFE, STD, LTD PLAN | Fully insured | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | $107K | 117 | 2024 |
- #501 · Fully insured · BLUE SHIELD BLUE CROSS OF TEXAS · 2025283
- #508 · Fully insured · RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA · 2024117
Retirement plans
Health & Benefits plans