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Sponsor portfolio

AMG HOLDCO IV, LLC

EIN 92-1243622-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$58.5M assets
Welfare
1
$2.4M premiums
Participants
337
7030 DORSEY ROAD, SUITE 201 - HANOVER, MD 21076410-694-0700enginsol.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$58.5M - 201 part#501Fully Insured-$2.4M - 272 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Dental$228K
  • Life$228K
  • Short-term disability$228K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • KELLY & ASSOCIATES INSURANCE GROUP17%
Total $172K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN

401k

Assets$58.5M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMG HOLDCO IV, LLC FLEXIBLE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE INCCAREFIRST OF MARYLAND INC

Premiums$2.4M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN401k$58.5M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMG HOLDCO IV, LLC FLEXIBLE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE INCCAREFIRST OF MARYLAND INC$2.4M2722025
Retirement plans
Welfare plans
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