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Sponsor portfolio

AGILON HEALTH, INC.

EIN 81-2677797-Latest filing 2025
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$7.5M premiums
Participants
1,156
440 POLARIS PARKWAY, SUITE 550 - WESTERVILLE, OH 43082562-256-3800
Plans on this EIN
2 filings
#001401k-$37.4M - 732 part#501Fully Insured-$7.5M - 707 lives

Benefits portfolio analytics

1 plan / $7.5M premiums / 707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Prescription drug$6.9M
  • Other$552K
  • Life$479K
  • Short-term disability$479K
  • Long-term disability$479K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • UNIVERSITY HEALTH ALLIANCE1%
  • VISION SERVICE PLAN1%
  • +3 more
Total $7.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • IMG2%
Total $5K2 slices

Plan deep-dives

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

AGILON HEALTH INC. 401(K) PROFIT SHARING PLAN

401k

Assets$37.4M
Participants732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGILON HEALTH, INC.

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$7.5M
Covered lives707
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AGILON HEALTH INC. 401(K) PROFIT SHARING PLAN401k$37.4M7322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGILON HEALTH, INC.Fully InsuredBLUE CROSS OF CALIFORNIA$7.5M7072025
Retirement plans
Welfare plans
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