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Sponsor portfolio

AEG HOLDING COMPANY, INC.

EIN 26-0757507-Latest filing 2025
Plans
2
Retirement
1
$38.6M assets
Welfare
1
$12.9M premiums
Participants
4,405
72 MONROE CENTER STREET NW, SUITE B - GRAND RAPIDS, MI 49503616-301-1221
Plans on this EIN
2 filings
#002401k-$38.6M - 2,555 part#504Fully Insured-$12.9M - 1,823 lives

Benefits portfolio analytics

1 plan / $12.9M premiums / 1,823 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.8M
  • Prescription drug$11.8M
  • Vision$616K
  • Life$616K
  • Short-term disability$616K
  • Long-term disability$616K
  • +2 more
Total $12.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
Total $12.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • JOSEPH AGNELLO61%
  • LOCKTON COMPANIES, LLC39%
Total $284K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN EDUCATION GROUP RETIREMENT SAVINGS PLAN

401k

Assets$38.6M
Participants2,555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

AEG HOLDING COMPANY, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$12.9M
Covered lives1,823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN EDUCATION GROUP RETIREMENT SAVINGS PLAN401k$38.6M2,5552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504AEG HOLDING COMPANY, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$12.9M1,8232025
Retirement plans
Welfare plans
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