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Sponsor portfolioTH

AMERICAN GEOPHYSICAL UNION

EIN 52-0955532-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$67.0M assets
Welfare
1
$2.2M premiums
Participants
1,030
2000 FLORIDA AVENUE NW - WASHINGTON, DC 200091231202-462-6900agu.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$42.0M - 575 part#002403b-$25.0M - 317 part#505Mixed-$2.2M - 213 lives

Retirement portfolio analytics

2 plans aggregated / $67.0M assets / 892 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • UNION RETIREMENT PLAN (#001)63%
  • GEOPHYSICAL UNION TDA (#002)37%
Total $67.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PLAN (#001)575
  • GEOPHYSICAL UNION TDA (#002)317
Total 892Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.8M
  • Life$138K
  • Other$138K
  • Dental$119K
  • Vision$19K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • OLSON BENEFIT GROUP, LLC42%
  • AP BENEFIT ADVISORS, LLC29%
  • DIGITAL INSURANCE LLC22%
  • MATHER & STROHL ADMINISTRATIVE SVCS7%
  • ENROLLEASE0%
  • +1 more
Total $113K6 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

AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN

403b

Assets$42.0M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN GEOPHYSICAL UNION TDA

403b

Assets$25.0M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

AMERICAN GEOPHYSICAL UNION HEALTH AND WELFARE BENEFITS PLAN

Mixed - CAREFIRST BLUECHOICE, INC.

Premiums$2.2M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN403b$42.0M5752024
002AMERICAN GEOPHYSICAL UNION TDA403b$25.0M3172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505AMERICAN GEOPHYSICAL UNION HEALTH AND WELFARE BENEFITS PLANMixedCAREFIRST BLUECHOICE, INC.$2.2M2132025
Retirement plans
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