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Sponsor portfolio

AG RESOURCE MANAGEMENT, LLC

EIN 37-1790260-financial services-Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$1.5M premiums
Participants
328
420 THROCKMORTON STREET, SUITE 1100 - FORT WORTH, TX 76102682-348-2103armlend.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$10.3M - 202 part#501Fully Insured-$1.5M - 350 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$87K
  • Life$72K
  • Short-term disability$72K
  • Long-term disability$72K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CURATIVE INSURANCE COMPANY86%
  • BLUE CROSS OF CALIFORNIA6%
  • AMERICAN UNITED LIFE INSURANCE COMPANY5%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • DIGITAL INSURANCE LLC17%
Total $74K2 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 RESOURCE MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

401k

Assets$10.3M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AG RESOURCE MANAGEMENT, LLC WRAP PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$1.5M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AG RESOURCE MANAGEMENT, LLC RETIREMENT SAVINGS PLAN401k$10.3M2022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AG RESOURCE MANAGEMENT, LLC WRAP PLANFully InsuredCURATIVE INSURANCE COMPANY$1.5M3502025
Retirement plans
Welfare plans
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