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  2. Agi-Cfi Holdings, Inc.
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Filings through Oct 24, 2026.

Agi-Cfi Holdings, Inc.

EIN 82-1163282-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Health & Benefits
1
$14.3M premiums
Participants
19,830
9130 SOUTH DADELAND BOULEVARD, SUITE 1801 - MIAMI, FL 33156305-740-3252
Plans on this EIN
2 filings
#001401(k)-$34.3M - 10,064 part#501Fully insured-$14.3M - 9,766 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $14.3M premiums / 9,766 covered lives

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
Total $14.3M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AGI-CFI HOLDINGS, INC. 401(K) PLAN

401(k)

Assets$34.3M
Participants10,064
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AGI-CFI HOLDINGS, INC. HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$14.3M
Covered lives9,766
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AGI-CFI HOLDINGS, INC. 401(K) PLAN401(k)$34.3M10,0642024
  • AGI-CFI HOLDINGS, INC. 401(K) PLAN$34.3M
    #001 · 401(k) · 202410,064

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AGI-CFI HOLDINGS, INC. HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$14.3M9,7662025
  • AGI-CFI HOLDINGS, INC. HEALTH AND WELFARE PLAN$14.3M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20259,766
Retirement plans
Health & Benefits plans

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