PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AG&E ASSOCIATES PLLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-0819808

AG&E ASSOCIATES PLLC

d/b/a AG&E STRUCTURAL ENGENUITY
901 MAIN STREET · DALLAS, TX 75202
8882829615
Plans filed
2
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
283
No prior year
Total participants
156
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.3M
AG&E ASSOCIATES PLLC HEALTH AND WELFARE PLAN
Fully insured283 covered·4 carriers
Primary: BLUE SHIELD BLUE CROSS OF TEXAS
Plan #508$107K
AG&E ASSOCIATES PLLC DENTAL, VISION, LIFE AD&D, VOL LIFE, STD, LTD PLAN
Fully insured117 covered·1 carrier
Primary: RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M62.7%
Other$190K11.2%
Vision$93K5.5%
Life$93K5.5%
Short-term disability$93K5.5%
Long-term disability$93K5.5%
Dental$70K4.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.1M80.3%11192
AFLAC
EIN 570514130
Oth
$97K7.3%11152
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
VLSTDLTDOth
$93K7.0%11283
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$70K5.3%11208

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.DALLAS, TXBLUE SHIELD BLUE CROSS OF TEXAS, UNITED CONCORDIA INSURANCE COMPANY, CONTINENTAL AMERICAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$45K$2K$47K45.0%1
ALLIANT INSURANCE SERVICES, INC.DALLAS, TXBLUE SHIELD BLUE CROSS OF TEXAS, UNITED CONCORDIA INSURANCE COMPANY, CONTINENTAL AMERICAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$38K$8K$46K44.1%1
CLARIBEN INSURANCE AGENCYHOUSTON, TXCONTINENTAL AMERICAN LIFE INSURANCE COMPANY$9K$0$9K8.8%1
ALKEME INSURANCE SERVICES INCHOUSTON, TXCONTINENTAL AMERICAN LIFE INSURANCE COMPANY$2K$0$2K2.1%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica