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Sponsor portfolio

AFG DISTRIBUTION, INC.

EIN 27-1590763-wholesale-Latest filing 2025
Plans
3
Retirement
1
$4.3M assets
Welfare
2
$1.2M premiums
Participants
431
59 BINGHAM ROAD - ASHEVILLE, NC 28806828-252-5228afgdistribution.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#001401k-$4.3M - 152 part#501Fully Insured-$1.1M - 167 lives#502Fully Insured-$89K - 188 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$68K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • HARTFORD LIFE AND ACCIDENT6%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • SEAN FX GLEASON LLC76%
  • NFP INSURANCE SERVICES INC16%
  • MOSAIC GROUP SERVICES8%
Total $51K3 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

AFG DISTRIBUTION, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.3M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFG DISTRIBUTION, INC. WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.1M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AFG DISTRIBUTION, INC. ANCILLARY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$89K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFG DISTRIBUTION, INC. 401(K) RETIREMENT PLAN401k$4.3M1522024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFG DISTRIBUTION, INC. WRAP BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.1M1672025
502AFG DISTRIBUTION, INC. ANCILLARY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$89K1882024
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