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Sponsor portfolio

AGI INDUSTRIES, INC.

EIN 72-0654641-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$34.5M assets
Welfare
1
$431K premiums
Participants
549
P O BOX 3604 - LAFAYETTE, LA 705023604337-233-0626agiindustries.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$18.6M - 161 part#002ESOP-$15.8M - 160 part#501Mixed-$431K - 228 lives

Retirement portfolio analytics

2 plans aggregated / $34.5M assets / 321 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PROFIT SHARING PLAN (#001)54%
  • EMPLOYEE STOCK OWNERSHIP (#002)46%
Total $34.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)161
  • EMPLOYEE STOCK OWNERSHIP (#002)160
Total 321Click row to drill in

Benefits portfolio analytics

1 plan / $431K premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$431K
  • Vision$431K
  • Other$431K
  • Life$304K
  • Long-term disability$304K
Total $431K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • METROPOLITAN LIFE INSURANCE COMPANY71%
  • SUN LIFE ASSURANCE COMPANY OF CANADA29%
Total $431K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ROSS & YERGER INSURANCE INC100%
Total $72K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AGI INDUSTRIES 401(K) PROFIT SHARING PLAN

401k

Assets$18.6M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AGI INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.8M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGI INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$431K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AGI INDUSTRIES 401(K) PROFIT SHARING PLAN401k$18.6M1612024
002AGI INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.8M1602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGI INDUSTRIES, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$431K2282025
Retirement plans
Welfare plans
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