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Sponsor portfolio

AHA CONSULTING ENGINEERS, INC.

EIN 04-3130168-mechanical or industrial engineering-Latest filing 2024
Plans
3
Retirement
2
$46.2M assets
Welfare
1
$1.7M premiums
Participants
402
77 S BEDFORD ST, STE 140 - BURLINGTON, MA 01803781-372-3000aha-engineers.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001401k-$42.6M - 166 part#002ESOP-$3.6M - 121 part#501Fully Insured-$1.7M - 115 lives

Retirement portfolio analytics

2 plans aggregated / $46.2M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#001)92%
  • EMPLOYEE STOCK OWNERSHIP (#002)8%
Total $46.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)166
  • EMPLOYEE STOCK OWNERSHIP (#002)121
Total 287Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Life$54K
  • Short-term disability$54K
  • Long-term disability$54K
  • Other$54K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SENTINEL INSURANCE AGENCY, INC.100%
Total $47K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AHA CONSULTING ENGINEERS, INC. 401K & PROFIT SHARING PLAN

401k

Assets$42.6M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AHA CONSULTING ENGINEERS INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.6M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AHA CONSULTING ENGINEERS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$1.7M
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AHA CONSULTING ENGINEERS, INC. 401K & PROFIT SHARING PLAN401k$42.6M1662024
002AHA CONSULTING ENGINEERS INC EMPLOYEE STOCK OWNERSHIP PLANESOP$3.6M1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AHA CONSULTING ENGINEERS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$1.7M1152024
Retirement plans
Welfare plans
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