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Sponsor portfolio

AMG INC

EIN 54-1044632-insurance-Latest filing 2025
Plans
2
Retirement
1
$27.4M assets
Welfare
1
$1.1M premiums
Participants
308
301 JEFFERSON RIDGE PARKWAY - LYNCHBURG, VA 24501434-385-7525amginsure.netLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001ESOP-$27.4M - 159 part#501Fully Insured-$1.1M - 155 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$976K
  • Dental$59K
  • Short-term disability$31K
  • Long-term disability$28K
  • Life$22K
  • Other$22K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Split broker
46%top
  • MCGRIFF INSURANCE SERVICES INC46%
  • JAMES A SCOTT & SON INC36%
  • MARSH & MCLENNAN AGENCY LLC18%
Total $50K3 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

AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$27.4M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMG INC HEALTH AND WELFARE PLAN

Fully Insured - HEALTHKEEPERS, INC.

Premiums$1.1M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$27.4M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMG INC HEALTH AND WELFARE PLANFully InsuredHEALTHKEEPERS, INC.$1.1M1552025
Retirement plans
Welfare plans
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