Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$804K
- Other$648K
- Long-term disability$625K
- Vision$261K
Filings through .
Top hat
Hagerty Insurance Agency, LLC
EIN 88-0268247Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$202.0M assets
Health & Benefits
1
$1.1M premiums
Participants
3,819
141 RIVER EDGE DRIVE, SUITE 200, PO BOX 87 - TRAVERSE CITY, MI 49684231-922-8808
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.1M premiums / 2,916 covered lives
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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
HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN
401(k)
Assets$202.0M
Participants2,131
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HAGERTY INSURANCE AGENCY, LLC WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives2,916
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | 401(k) | $202.0M | 2,131 | 2025 |
- #001 · 401(k) · 20252,131
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HAGERTY INSURANCE AGENCY, LLC WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.1M | 2,916 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20252,916
Retirement plans
Health & Benefits plans