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Original filing (PDF)20230623211531NAL0001040785001
AGBENEFITS
Form 5500
FILING_RECEIVED
AGBENEFITS
Health & welfare plan
Signals · 4
Late filing · 38.2 mo~1166 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
649
Accounts w/ balance
—
Plan assets (EOY)
$2.9M
Net assets (EOY)
$221K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 38.2 months past the 10.5-month grace window.
- 1166 bps in Schedule C fees — 2143% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGBENEFITS.
Plan sponsor
Name
AGBENEFITS
DBA
AGBENEFITS
EIN
85-6127618
Address
PO BOX 65212 · LUBBOCK, TX · 794645212
Phone
(806) 731-4092
Industry
Finance & Insurancesee all
Plan administrator
Name
AGBENEFITS
EIN
85-6127618
City
LUBBOCK, TX
Phone
(806) 731-4092
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2018-06-01
Tax period
2019-05-31
Filed
2023-06-23
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
MOSELEY & RIDDLE, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEWIS & ELLIS INC ACTUARIES & CONSU | — | ALLEN, TX | ACTURIAL OPINIONS/STMTS | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSELEY & RIDDLE INC | 75-2759416 | PLAINVIEW, TX | ACCOUNTANT. | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL WILLIAMS SELIG GATES PLLC | — | AUSTIN, TX | ATTORNEY | $21K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYOR COMPASS | 46-2047081 | PLANO, TX | CLM REPRICING/CLM NEGOTIA | $146K | — |
| BENTEGRITY SOLUTIONS | 46-5123732 | LUBBOCK, TX | THIRD-PARTY ADMINISTRATOR | $90K | — |
| DEBORAH GOODELL POLAN PA | — | AUSTIN, TX | LOBBYIST | $25K | — |
| CALVERT HOME HEALTH CARE, LTD | 20-1798585 | LUBBOCK, TX | WELLNESS PROVIDER | $23K | — |
| HEALTHSMART PREFERRED CARE | 75-2960859 | DALLAS, TX | PPO NETWORK | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.