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Sponsor portfolio

AGPM, LLC

EIN 26-3645429-real estate-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$1.4M premiums
Participants
491
501 N MAGNOLIA AVENUE - ORLANDO, FL 32801407-447-1780agpmonline.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#101401k-$5.8M - 295 part#501Fully Insured-$1.4M - 196 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$102K
  • Short-term disability$102K
  • Other$102K
  • Dental$32K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • USABLE LIFE7%
  • COMBINED INSURANCE COMPANY OF AMERICA2%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • DIGITAL INSURANCE LLC91%
  • BLUE CROSS BLUE SHIELD OF FLORIDA6%
  • FLORIDA BLUE3%
Total $89K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#101

AGPM, LLC 401(K) PLAN

401k

Assets$5.8M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGPM, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
101AGPM, LLC 401(K) PLAN401k$5.8M2952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGPM, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1962025
Retirement plans
Welfare plans
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