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Sponsor portfolio

ALPHA GENESIS INCORPORATED

EIN 54-1800459-research-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$634K premiums
Participants
414
95 CASTLE HALL ROAD - YEMASSEE, SC 29945843-589-5190alphagenesisinc.comLinkedIn51-200 employeesresearch
Plans on this EIN
2 filings
#001401k-$3.8M - 233 part#501Fully Insured-$634K - 181 lives

Benefits portfolio analytics

1 plan / $634K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$590K
  • Prescription drug$590K
  • Short-term disability$45K
  • Dental$34K
  • Vision$34K
  • Life$34K
  • +2 more
Total $634K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • COMPANION LIFE INSURANCE COMPANY2%
Total $634K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • AP BENEFIT ADVISORS, LLC60%
  • UNITED PRODUCERS GROUP LLC22%
  • USI INSURANCE SERVICES LLC16%
  • BLUE CROSS BLUE SHIELD OF FLORIDA2%
Total $42K4 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

ALPHA GENESIS, INC. 401(K) PLAN

401k

Assets$3.8M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALPHA GENESIS INCORPORATED HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$634K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALPHA GENESIS, INC. 401(K) PLAN401k$3.8M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALPHA GENESIS INCORPORATED HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$634K1812025
Retirement plans
Welfare plans
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