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Benefits broker of record · BATON ROUGE, LA

AGM BENEFITS

AGM BENEFITS of BATON ROUGE, LA is named as the broker of record on 40 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of AGM BENEFITS.

Contracts brokered
40
Book size
$1M+
Office state
LA

40 contracts on file name AGM BENEFITS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

AGM BENEFITS brokers 40 insured contracts for 30 employers, across 16 states, led by OR, TX, FL.

Life is the largest line (17 contracts), followed by health (11), disability (7), dental (4).

TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 15%); AMERICAN HERITAGE LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, COMBINED INSURANCE COMPANY follow.

Renewals concentrate on January 1: 65% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 17 · health 11 · disability 7 · dental 4 · vision 4

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
OIL CHANGER, INC.PLEASANTON, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
CORVEL CORPORATIONPORTLAND, ORUNUM INSURANCE COMPANYJan 1FY2025
BAKERRIPLEYHOUSTON, TXPRUDENTIAL INSURANCE COMPANY OF AMERICAJan 1FY2025
MCKISSOCK LLCST LOUIS, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
GMG HEALTH SYSTEMS, LTDSAN ANTONIO, TXMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
25

more employers in AGM BENEFITS's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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