Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$463K
- Life$455K
- Short-term disability$455K
- Long-term disability$455K
- Dental$409K
- Vision$33K
Sponsor portfolioTH
AEGIS INSURANCE SERVICES, INC.
EIN 22-2466904librariesLatest filing 2025
Plans
2
Retirement
1
$207.8M assets
Welfare
1
$905K premiums
Participants
782
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $905K premiums / 718 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA50%
- DELTA DENTAL OF CALIFORNIA45%
- VISION SERVICE PLAN4%
- INTEGRATED BEHAVIORAL HEALTH1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
95%top
- HUB INTERNATIONAL MIDWEST LIMITED95%
- CORPORATE SYNERGIES GROUP LLC5%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AEGIS 401(K) RETIREMENT PLAN
401k
Assets$207.8M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
AEGIS INSURANCE SERVICES, INC. FLEX AND WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$905K
Covered lives718
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AEGIS 401(K) RETIREMENT PLAN | 401k | $207.8M | 388 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | AEGIS INSURANCE SERVICES, INC. FLEX AND WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $905K | 718 | 2025 |
Retirement plans
Welfare plans