Form 5500 · Employee benefit plan · MIAMI, FL
AGI-CFI HOLDINGS, INC.
AGI-CFI HOLDINGS, INC. of MIAMI, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1163282 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 454 | June | $91,311 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 9,766 | June | $84,893 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 284 | June | $67,312 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 5,311 | June | $63,786 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Health | 838 | June | $39,080 |
Questions
Who is AGI-CFI HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, AGI-CFI HOLDINGS, INC.'s broker of record is MARSH AND MCLENNAN AGENCY.
What insurance carrier does AGI-CFI HOLDINGS, INC. use?
AGI-CFI HOLDINGS, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 5 disclosed carriers.
When does AGI-CFI HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for AGI-CFI HOLDINGS, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AGI-CFI HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.