Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AGREX, INC.
EIN 48-0803402import and exportLatest filing 2025
Plans
3
Retirement
2
$45.9M assets
Welfare
1
$65K premiums
Participants
489
9401 INDIAN CREEK PARKWAY, SUITE 1450 - OVERLAND PARK, KS 66210913-851-6300agrexinc.comLinkedIn51-200 employeesimport and export
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.9M assets / 377 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $65K premiums / 90 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$65K
- Long-term disability$65K
- Other$65K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- BENEFITS DESIGN GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE AGREX, INC. PENSION PLAN
TraditionalDB
Assets$24.2M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AGREX INC. 401(K) PLAN
401k
Assets$21.7M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGREX LIFE INSURANCE AND LONG-TERM DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$65K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE AGREX, INC. PENSION PLAN | TraditionalDB | $24.2M | 230 | 2024 | |
| 002 | AGREX INC. 401(K) PLAN | 401k | $21.7M | 147 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGREX LIFE INSURANCE AND LONG-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $65K | 90 | 2025 |
Retirement plans
Welfare plans