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  2. AGILE PHYSICAL THERAPY, INC.
Sponsor portfolio

AGILE PHYSICAL THERAPY, INC.

EIN 85-0486358-medical practice-Latest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$1.8M premiums
Participants
437
3825 EL CAMINO REAL - PALO ALTO, CA 94306650-565-8090agilept.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$24.7M - 259 part#501Fully Insured-$1.8M - 178 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$267K
  • Vision$267K
  • Life$267K
  • Short-term disability$267K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SUTTER HEALTH PLAN48%
  • BLUE CROSS OF CALIFORNIA37%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • HENDERSON STRATEGIC FIN INS SVCS71%
  • CENTERSTONE INSURANCE AND FINANCIAL18%
  • AMWINS11%
Total $153K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AGILE 401(K) PLAN

401k

Assets$24.7M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGILE PHYSICAL THERAPY, INC. WELFARE BENEFIT PLAN

Fully Insured - SUTTER HEALTH PLAN

Premiums$1.8M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AGILE 401(K) PLAN401k$24.7M2592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGILE PHYSICAL THERAPY, INC. WELFARE BENEFIT PLANFully InsuredSUTTER HEALTH PLAN$1.8M1782025
Retirement plans
Welfare plans
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