Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$575K
- Dental$575K
- Vision$575K
- Life$70K
- Short-term disability$70K
- Long-term disability$70K
- +1 more
Filings through .
Top hat
Amg II, LLC
EIN 86-0594015Real Estate and Rental and LeasingLatest filing 2025
Plans
3
Retirement
1
$4.1M assets
Health & Benefits
2
$645K premiums
Participants
504
3550 NORTH CENTRAL AVE SUITE 400 - PHOENIX, AZ 85012602-955-4700
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $645K premiums / 411 covered lives
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- Top carriers and their premium share
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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
AMG II, LLC 401(K) PLAN
401(k)
Assets$4.1M
Participants216
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
AMG II LLC MEDICAL PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$575K
Covered lives243
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
AMG II, LLC GROUP LIFE PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$70K
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AMG II, LLC 401(K) PLAN | 401(k) | $4.1M | 216 | 2025 |
- #001 · 401(k) · 2025216
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | AMG II LLC MEDICAL PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $575K | 243 | 2025 |
| #501 | AMG II, LLC GROUP LIFE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $70K | 168 | 2025 |
- #502 · Fully insured · AETNA LIFE INSURANCE CO. · 2025243
- #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025168
Retirement plans
Health & Benefits plans