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  2. AEGEUS MANAGEMENT SERVICES, INC.
Sponsor portfolio

AEGEUS MANAGEMENT SERVICES, INC.

EIN 47-5368326-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$29.3M assets
Welfare
1
$452K premiums
Participants
917
11801 S. SAM HOUSTON PKWY W, SUITE 100 - HOUSTON, TX 77031832-295-5023
Plans on this EIN
3 filings
#002401k-$26.6M - 422 part#001401k-$2.7M - 39 part#501Mixed-$452K - 551 lives

Retirement portfolio analytics

2 plans aggregated / $29.3M assets / 461 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • AEGEUS 401(K) (#002)91%
  • AEGEUS MANAGEMENT 401(K) (#001)9%
Total $29.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY91%
  • (Not disclosed)9%
Total $29.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AEGEUS 401(K) (#002)422
  • AEGEUS MANAGEMENT 401(K) (#001)39
Total 461Click row to drill in

Benefits portfolio analytics

1 plan / $452K premiums / 551 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$226K
  • Short-term disability$226K
  • Long-term disability$226K
  • Other$226K
  • Dental$200K
  • Vision$27K
Total $452K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA50%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • EYEMED VISION CARE6%
Total $452K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • NFP INSURANCE SERVICES INC98%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $39K2 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

AEGEUS 401(K) PLAN

401k

Assets$26.6M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AEGEUS MANAGEMENT 401(K) PLAN

401k

Assets$2.7M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AEGEUS MANAGEMENT SERVICES INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$452K
Covered lives551
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AEGEUS 401(K) PLAN401k$26.6M4222024
001AEGEUS MANAGEMENT 401(K) PLAN401k$2.7M392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AEGEUS MANAGEMENT SERVICES INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$452K5512024
Retirement plans
Welfare plans
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