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Sponsor portfolio

ASSOCIATED ENERGY GROUP, LLC

EIN 76-0250408-Latest filing 2025
Plans
3
Retirement
1
$12.2M assets
Welfare
2
$3.6M premiums
Participants
402
701 WATERFORD WAY, SUITE 490 - MIAMI, FL 33126305-913-5253
Plans on this EIN
3 filings
#001401k-$12.2M - 402 part#503Fully Insured-$3.3M - 245 lives#502Mixed-$333K - 305 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Life$333K
  • Short-term disability$333K
  • Long-term disability$333K
  • Other$333K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $216K1 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

AEG FUELS 401(K) PLAN

401k

Assets$12.2M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ASSOCIATED ENERGY GROUP, LLC HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD FLORIDA

Premiums$3.3M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ASSOCIATED ENERGY GROUP, LLC LIFE AND LTD PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$333K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AEG FUELS 401(K) PLAN401k$12.2M4022024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ASSOCIATED ENERGY GROUP, LLC HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD FLORIDA$3.3M2452025
502ASSOCIATED ENERGY GROUP, LLC LIFE AND LTD PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$333K3052025
Retirement plans
Welfare plans
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