Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$1.6M
- Life$1.5M
- Long-term disability$1.5M
- Other$1.5M
- Vision$211K
Sponsor portfolio
AAA NORTHEAST
EIN 05-0102480consumer servicesLatest filing 2024
Plans
2
Retirement
1
$358.2M assets
Welfare
1
$1.8M premiums
Participants
8,113
110 ROYAL LITTLE DRIVE - PROVIDENCE, RI 029041860401-868-2040LinkedIn1001-5000 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 4,357 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- SUN LIFE ASSURANCE COMPANY OF CANADA88%
- UNITEDHEALTHCARE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AAA NORTHEAST RETIREMENT PLAN
401k
Assets$358.2M
Participants4,695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
AAA NORTHEAST WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.8M
Covered lives4,357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AAA NORTHEAST RETIREMENT PLAN | 401k | $358.2M | 4,695 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | AAA NORTHEAST WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.8M | 4,357 | 2024 |
Retirement plans
Welfare plans