Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.7M
- Prescription drug$13.7M
- Dental$9.1M
- Vision$9.1M
- Other$1.1M
- Life$665K
- +1 more
Sponsor portfolio
AGI-CFI HOLDINGS, INC.
EIN 82-1163282Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$14.3M premiums
Participants
19,830
9130 SOUTH DADELAND BOULEVARD, SUITE 1801 - MIAMI, FL 33156305-740-3252
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $14.3M premiums / 9,766 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- UNITEDHEALTHCARE INSURANCE COMPANY64%
- BLUE CROSS OF CALIFORNIA17%
- KAISER FOUNDATION HEALTH PLAN INC11%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- PARKER MICHAEL4%
- TRION GROUP, INC.0%
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-CFI HOLDINGS, INC. 401(K) PLAN
401k
Assets$34.3M
Participants10,064
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGI-CFI HOLDINGS, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$14.3M
Covered lives9,766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AGI-CFI HOLDINGS, INC. 401(K) PLAN | 401k | $34.3M | 10,064 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGI-CFI HOLDINGS, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $14.3M | 9,766 | 2025 |
Retirement plans
Welfare plans