Benefits brokerage · 2 offices
AGM BENEFITS
AGM BENEFITS is named as the broker of record on 41 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| BATON ROUGE | LA | 40 |
| SALLISAW | OK | 1 |
Book profile
AGM BENEFITS brokers 41 insured contracts for 31 employers, across 17 states, led by OR, TX, FL.
Life is the largest line (18 contracts), followed by health (11), disability (8), 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: 66% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 18 · health 11 · disability 8 · dental 4 · vision 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| OIL CHANGER, INC. | PLEASANTON, CA | BATON ROUGE, LA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| CORVEL CORPORATION | PORTLAND, OR | BATON ROUGE, LA | UNUM INSURANCE COMPANY | Jan 1FY2025 |
| BAKERRIPLEY | HOUSTON, TX | BATON ROUGE, LA | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| MCKISSOCK LLC | ST LOUIS, MO | BATON ROUGE, LA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| GMG HEALTH SYSTEMS, LTD | SAN ANTONIO, TX | BATON ROUGE, LA | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in AGM BENEFITS's book
See the full client list across every office, 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)