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Sponsor portfolio

AG US GROUP SERVICES INC.

EIN 30-0953494-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$409.7M assets
Welfare
2
$802K premiums
Participants
1,147
1633 BROADWAY, 23RD FLOOR - NEW YORK, NY 10019212-974-0100
Plans on this EIN
3 filings
#001401k-$409.7M - 519 part#502Mixed-$802K - 306 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $802K premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$701K
  • Other$555K
  • Life$453K
  • Short-term disability$453K
  • Health$101K
Total $802K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA57%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY31%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $802K4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • WILLIS TOWERS WATSON US LLC46%
  • JAMES M. MCCARTHY25%
  • STEPHEN L GROSSMAN14%
  • EUGENE G. MCCARTHY12%
  • MICHAEL A BOOK3%
  • +1 more
Total $68K6 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

AG US GROUP SERVICES INC. EMPLOYEE RETIREMENT PLAN

401k

Assets$409.7M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AG US GROUP SERVICES INC. HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$802K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AG US GROUP SERVICES INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AG US GROUP SERVICES INC. EMPLOYEE RETIREMENT PLAN401k$409.7M5192024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AG US GROUP SERVICES INC. HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$802K3062024
503AG US GROUP SERVICES INC. SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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