Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$293K
- Vision$293K
- Life$293K
- Short-term disability$293K
- Long-term disability$293K
- Other$293K
Sponsor portfolio
AGILIS GROUP, INC.
EIN 65-0555230Latest filing 2025
Plans
2
Retirement
1
$35.2M assets
Welfare
1
$293K premiums
Participants
572
3930 RCA BOULEVARD, SUITE 3000 - PALM BEACH GARDENS, FL 33410561-472-3109
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $293K premiums / 241 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
AGILIS GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$35.2M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGILIS GROUP, INC COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$293K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AGILIS GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $35.2M | 331 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGILIS GROUP, INC COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $293K | 241 | 2025 |
Retirement plans
Welfare plans