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Sponsor portfolioTH

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

EIN 13-0432265-international trade and development-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$469K premiums
Participants
98
220 LEIGH FARM RD - DURHAM, NC 277078110919-405-4648LinkedIn1-10 employeesinternational trade and development
Plans on this EIN
2 filings
#333TraditionalDB-$2.6M - 0 part#507Fully Insured-$469K - 81 lives

Benefits portfolio analytics

1 plan / $469K premiums / 81 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$281K
  • Health$188K
Total $469K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • TRANSAMERICA LIFE INSURANCE COMPANY40%
Total $469K2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • AMWINS83%
  • AON CONSULTING INC17%
Total $49K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS REVISED STAFF PENSION PLAN

TraditionalDB

Assets$2.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POST 65 RETIREE MEDICAL PLAN

Fully Insured - EXPRESS SCRIPTS, INC.

Premiums$469K
Covered lives81
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS REVISED STAFF PENSION PLANTraditionalDB$2.6M02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POST 65 RETIREE MEDICAL PLANFully InsuredEXPRESS SCRIPTS, INC.$469K812024
Retirement plans
Welfare plans
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