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Sponsor portfolio

AFGLOBAL CORPORATION

EIN 76-0607053-Latest filing 2025
Plans
3
Retirement
1
$22.2M assets
Welfare
2
$1.2M premiums
Participants
909
945 BUNKER HILL, SUITE 500 - HOUSTON, TX 77024713-393-4200
Plans on this EIN
3 filings
#001401k-$22.2M - 565 part#502Mixed-$1.2M - 382 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$765K
  • Dental$443K
  • Life$443K
  • Short-term disability$443K
  • Long-term disability$443K
  • Other$443K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • WELLDYNE62%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • EYEMED VISION CARE2%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $73K1 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

AMERIFORGE 401 (K) PLAN

401k

Assets$22.2M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AFGLOBAL CORPORATION HEALTH PLAN

Mixed - WELLDYNE

Premiums$1.2M
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AFGLOBAL CORPORATION FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERIFORGE 401 (K) PLAN401k$22.2M5652024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AFGLOBAL CORPORATION HEALTH PLANMixedWELLDYNE$1.2M3822025
501AFGLOBAL CORPORATION FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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