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Sponsor portfolio

A-G SPECIALTY INSURANCE, LLC

EIN 23-2257310-insurance-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$1.1M premiums
Participants
317
1001 OLD CASSATT RD, SUITE 300 - BERWYN, PA 19312610-933-0800agspecialtyinsurance.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$7.2M - 175 part#501Fully Insured-$1.1M - 173 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$867K
  • Prescription drug$127K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Other$94K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • HARTFORD LIFE AND ACCIDENT9%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ASSUREDPARTNERS93%
  • THE DBL CENTER LTD7%
Total $85K2 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

A-G SPECIALTY INSURANCE LLC 401(K) PROFIT SHARING PLAN

401k

Assets$7.2M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A-G SPECIALTY INSURANCE, LLC EMPLOYEE WELFARE PLAN

Fully Insured - QCC INSURANCE COMPANY (INDEPENDENCE BLUE CROSS)

Premiums$1.1M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A-G SPECIALTY INSURANCE LLC 401(K) PROFIT SHARING PLAN401k$7.2M1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A-G SPECIALTY INSURANCE, LLC EMPLOYEE WELFARE PLANFully InsuredQCC INSURANCE COMPANY (INDEPENDENCE BLUE CROSS)$1.1M1732025
Retirement plans
Welfare plans
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