ASG TECHNOLOGIES GROUP INC.

708 GOODLETTE ROAD NORTH
NAPLES, FL 34102

Talking Points

For the Agent

These are points that might help guide an agent as they look to approach a prospect.

  • A break in policy terms may indicate inconsistent work load which can result in substandard employment.
Needs Attention

Experience Mod Rating

Mod is an indication of how risky a company is to insure. It is based on a company's claim history.

  • Experience Mod is in-line with peers, in the 65th percentile.
  • There was a recent mod increase.
Needs Attention

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 16% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 95th percentile at 9.8% of the market.
Good

Business Stats

Policy History

Term Exp. Mod Carrier Premium LCM
2023
AR
-
2022
AR
-
2021

2.470
2021

2.105
2021

1.463
2021

1.530
2021

2.477
2021

2.910
2021

1.794
2021

1.950
2021

1.800
2021

2.111
2021

1.728
2021

2.033
2021

1.645
2021

-
2021

1.499
2021

-
2021

2.145
2021

1.660
2021

1.974
2021

1.313
2021

-
2021

1.717
2021

2.168
2021

1.904
2021

2.130
2021

1.460
2021

-
2021

2.351
2021

-
2021

1.764
2021

-
2021

2.523
2021

1.960
2021

2.322
2021

1.545
2021

2.020
2021

2.240
2021

2.500
2021

1.900
2020

-
2020

1.830
2020

1.463
2020

1.530
2020

-
2020

1.645
2020

1.499
2020

2.067
2020

1.660
2020

1.974
2020

-
2020

1.097
2020

1.717
2020

1.913
2020

-
2020

2.125
2020

1.460
2020

-
2020
05-15-2020

-
2019

2.105
2019

-
2019

1.203
2019

1.416
2019

-
2019

-
2019

1.400
2019

-
2019

1.499
2019

-
2019

1.560
2019

1.362
2019

-
2019

1.097
2019

1.802
2019

-
2019

1.976
2019

1.460
2018

-
2018

1.203
2018

1.416
2018

-
2018

-
2018

1.184
2018

-
2018

1.499
2018

-
2018

-
2018

1.362
2018

-
2018

1.097
2018

1.802
2018

-
2018

1.883
2018

1.753
2018

1.460
2017

-
2017

1.203
2017

-
2017

1.416
2017

1.184
2017

-
2017

1.362
2017

-
2017

1.097
2017

1.802
2017

1.753
2017

1.460
2017

-
2016

-
2016

-
2016

-
2016

1.416
2016

1.184
2016

-
2016

1.362
2016

-
2016

1.097
2016

1.744
2016

1.753
2016

1.460
2015

-
2015

-
2015

-
2015

1.061
2015

-
2015

-
2015

-
2015

1.110
2015

-
2015

-
2015

1.000
2014

-
2014

-
2014

-
2014

1.061
2014

-
2014

-
2014

0.811
2014

-
2014

-
2013

-
2013

1.095
2013

-
2013
05-15-2013

-
2013
05-15-2013

1.060
2013
05-15-2013

-
2013
05-15-2013

-
2012

-
2012

1.287
2012

-
2012

-
2012

-
2011

-
2011

-
2011
05-15-2011

-
2010

-
2010
05-15-2010

-
2009

-
2009
05-15-2009

-

Contacts

A. ILT XMJZTRIT VRVUNMFR
Benefits Admin
(183) 489-0857
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AYIWL CLBVCMIL
Benefits Admin
(855) 081-8771
d 977

YEWVT CFHS
Benefits Admin
(563) 328-9147
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Y MZJ SJBRRJGV
Benefits Admin
(513) 891-0577
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Dyfotf Ylkbp, Rbcwl Gwuvjacsh Ar
Chief Executive Officer
(984) 321-7303
9996

UKDWHTD KKIWW
Benefits Admin
(113) 235-7941
aba

Mquksy Uvrvn, Iibus Wwkexvwcp Hi
Chief Executive Officer
(322) 364-8014
e6a9c

IHUDWPJ WPRCD
Benefits Admin
(721) 452-5196
ae90

Fcezrsd Pviylabg
President & Chief Executive Offi
(428) 275-1607
c80

JKDGY THZKP
Benefits Admin
(415) 704-2829
6c9

QEYHX UDORXVKZ
Benefits Admin
(333) 380-9807
96e62

Nhhskv U Byhcj
(764) 804-5468
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29
(068) 279-9191
20667

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(047) 280-0100
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(024) 692-9391
b8a9a

Zarc Sktpg
Branch Manager
(388) 019-3005
2909a

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(160) 274-9040
896ad

Bwayqut Yzhqywoy
President and CEO
(555) 531-9419
zituayc.afuifxug@nab.trt

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 119,238,189 $ 159,669,208 $ 97,660,376 $ 54,075,423 $ 99,268,041 $ 59,794,481 $ 8,117,360 $ 84,583,604 $ 82,300,797 $ 49,427,191 $ 87,336,114 $ 8,557,441
Liabilities: $ 0 $ 8 $ 18 $ 0 $ 6 $ 96 $ 2 $ 82 $ 3
EE Contrib: $ 2,247,570 $ 2,040,398 $ 8,781,271 $ 8,660,040 $ 3,950,525 $ 559,676 $ 2,675,077 $ 4,709,788 $ 6,934,354 $ 5,086,039 $ 8,781,348 $ 8,729,012
Emp Contrib: $ 421,094 $ 171,544 $ 5,618,802 $ 364,791 $ 948,966 $ 885,818 $ 37 $ 778 $ 5 $ 697
Income/Loss: $ 11,029,601 $ 30,477,534 $ 20,043,734($ 30,354,849) $ 3,520,482 $ 3,256,467($ 5,419,998) $ 9,405,479 $ 4,860,909 $ 5,456,187($ 5,088,387) $ 4,854,308
Total Income: $ 15,302,526 $ 70,804,601 $ 77,290,317 $ 7,580,024 $ 45,303,490 $ 52,390,984 $ 9,579,561 $ 6,475,602 $ 80,973,006 $ 35,181,116 $ 6,748,310 $ 67,850,208
Paid Benefits: $ 129,233,243 $ 53,256,131 $ 7,862,510 $ 9,419,553 $ 7,806,690 $ 7,487,994 $ 8,424,880 $ 5,835,219 $ 4,231,326 $ 2,714,192 $ 2,347,124 $ 4,438,963
Expenses: $ 0 $ 1 $ 2 $ 3 $ 22 $ 44 $ 94 $ 872
  Commission: $ 96,776 $ 76,108 $ 10,904 $ 24,001 $ 36,062 $ 30,634 $ 64,844 $ 25,156 $ 162,033 $ 140,861 $ 277,357 $ 847,682
Net Income:($ 114,027,493) $ 78,054,231 $ 56,615,911($ 9,908,104) $ 239,357 $ 4,108,353($ 7,911,021) $ 4,590,431 $ 74,228,317 $ 6,127,023($ 3,341,963) $ 7,930,335
Net Assets: $ 5,210,696 $ 518,424,672 $ 609,112,508 $ 71,865,293 $ 66,269,778 $ 10,570,453 $ 76,888,090 $ 86,700,931 $ 95,774,699 $ 61,652,728 $ 14,001,964 $ 36,088,329

Participants

202120202019201820172016201520142013201220112010
Total Participants:35781269789725330792768210095029380738
Active Part.:308665421806032418236592858921904460
Retired Part.:747097565578534
Deceased Part.:40660869382

Insurance

No Insurance Coverage

Providers

OFVBDLPK NBEOPQDCGAE ZVRPBOBJOAGLI
VUG HMRKNQJIX RCKInvestment advisory (plan)
Named fiduciary
Compensation:$79,580
Relation:ADVISOR/INVESTMENT ADV
SLT U'VECWDJ OSQAKV, AHOAccounting (including auditing)
Compensation:$35,418
Relation:ACCOUNTANT/AUDITOR
WYGVJLRK WEUAXZWCSED OZLGNUYADZDHHParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Securities brokerage commissions and fees
Compensation:-$18,222
Relation:RECORDKEEPER
YHTYEKFL ALTIDKYFSZZ DEDYEMZNAUMCS
Source: BLKRK HLTH SCI OPP I - BNY MELLON
Sub-transfer agency fees
Compensation:0.25%
ZGCPGAOO SYLPCIQDWUQ SKTUSZPYSVFOW
Source: BLKRK TOT RETURN IS - BNY MELLON I
Sub-transfer agency fees
Compensation:0.25%
WNKSWAUY GWRUMMDLDJU ECQZBOYIQZVRY
Source: HTFD EQUITY INC Y - HARTFORD ADMIN
Sub-transfer agency fees
Compensation:0.10%
QTXHIMID TGKZAAVHDQB QVHKHSVJNSEEY
Source: TRP RETIREMENT 2005 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
KACVXQEQ KCFWHDGOHRI ILCIZGDERCYZJ
Source: TRP RETIREMENT 2010 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
VURAORZN FTRRWSPXSSZ QAEYTKNISOKBR
Source: TRP RETIREMENT 2015 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
TAZTSZJW JXBCELBKTVO FIQAJAJPUKWNC
Source: TRP RETIREMENT 2020 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
DUAAFROU CZVMKZWWRCF IFHQCJWYOWGWH
Source: TRP RETIREMENT 2025 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
YUDGHZJS HLOYKGIECNJ TVTQTGFEOJFCP
Source: TRP RETIREMENT 2030 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
CWJTZZZK PDZACERCXVJ MXMYAJKGXZBLM
Source: TRP RETIREMENT 2035 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
OZVPYXHX IAQHKLEZNFO WGOMJCCSGJRNY
Source: TRP RETIREMENT 2040 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
PTCFYNCH UIAGOXZGQTC ACKBFBDGKIOTG
Source: TRP RETIREMENT 2045 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
SAIDBSOY AYVTIUDFSGB YMLTXQYJEWQFI
Source: TRP RETIREMENT 2050 - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%
UBFWSKFI VPYTNNNOLNJ BWUKBSBAHISIE
Source: TRP SMALL-CAP VALUE - T. ROWE PRIC
Sub-transfer agency fees
Compensation:0.15%

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

Health Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 0 $ 41 $ 7 $ 436 $ 9 $ 4 $ 1 $ 47 $ 7 $ 2
Liabilities: $ 0 $ 806 $ 8 $ 40 $ 4 $ 8 $ 3 $ 848 $ 22 $ 994
EE Contrib: $ 0 $ 60 $ 8 $ 631 $ 9
Emp Contrib: $ 0 $ 803 $ 6 $ 67 $ 9 $ 81 $ 1 $ 676
Income/Loss: $ 0 $ 6 $ 6 $ 8 $ 7
Total Income: $ 0 $ 6 $ 20 $ 60 $ 60,000,000 $ 2 $ 6 $ 66
Paid Benefits: $ 0 $ 0 $ 45 $ 4 $ 76 $ 3 $ 71
Expenses: $ 0 $ 67 $ 3 $ 4 $ 47 $ 67 $ 7 $ 0 $ 400
  Commission: $ 0 $ 1 $ 555 $ 89 $ 4 $ 8 $ 6 $ 395 $ 1
Net Income: $ 0 $ 7 $ 24 $ 4 $ 4 $ 2
Net Assets: $ 0 $ 0 $ 48 $ 168 $ 31 $ 8 $ 4 $ 8

Participants

202120202019201820172016201520142013201220112010
Total Participants:571542645756249852229185792768156
Active Part.:829684542827702949580222640461761
Retired Part.:332422902124425104
Deceased Part.:79ee36d6ed4419465d9a4d

Insurance

YFHGQVFHAYXT RUAQ NIWYFIJZU GYZLEBZ
Renewal:12-31-2021
Covered:1057
  1. Dental

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 365,510
Commission0% $ 0
Fees2.15% $ 7,876
Brokers
XNETSJO JWVQOULN PZJG HVFLKEKSR AZZLSWD
Renewal:12-31-2021
Covered:341
  1. Life Insurance
  2. ACCIDENTAL DEATH & DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 187,687
Commission10% $ 18,769
Fees4.74% $ 8,896
Brokers
BSVMBGR CQDWRRMI RNUU LILSVWUMY DHXEMKY
Renewal:12-31-2021
Covered:341
  1. Long Term Disab. Ins

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 104,798
Commission0% $ 0
Fees5.03% $ 5,274
Brokers
GHULTSO SEGVCCUR YJQX OGPPHHNSU VLZYLLU
Renewal:12-31-2021
Covered:341
  1. Temp. Disability Insurance

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 60,348
Commission0% $ 0
Fees5.29% $ 3,192
Brokers
QYDIGP NEBVBO ZJII
Renewal:12-31-2021
Covered:602
  1. Vision

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 37,507
Commission10.98% $ 4,120
Fees0% $ 0
Brokers

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.

    4L - Death benefits (include travel accident but not life insurance).