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Sponsor portfolioTH

A G EQUIPMENT COMPANY

EIN 73-1070068-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$57.4M assets
Welfare
1
$519K premiums
Participants
944
3401 W ALBANY - BROKEN ARROW, OK 74012918-250-7386agequipmentcompany.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#002401k-$57.4M - 533 part#501Mixed-$519K - 908 lives

Benefits portfolio analytics

1 plan / $519K premiums / 908 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$519K
  • Vision$360K
  • Life$360K
  • Short-term disability$360K
  • Long-term disability$360K
Total $519K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • METROPOLITAN LIFE INSURANCE COMPANY69%
  • AFLAC31%
Total $519K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • BOON CHAPMAN BENEFIT ADMINISTRATORS60%
  • DIANNA L YINGST17%
  • SUMMIT FINANCIAL GROUP INC.11%
  • GIS BENEFITS INC4%
  • COREY MACINTYRE2%
  • +3 more
Total $120K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

A G EQUIPMENT COMPANY INCOME GROWTH PLAN

401k

Assets$57.4M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A G EQUIPMENT COMPANY WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$519K
Covered lives908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002A G EQUIPMENT COMPANY INCOME GROWTH PLAN401k$57.4M5332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A G EQUIPMENT COMPANY WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$519K9082025
Retirement plans
Welfare plans
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