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Sponsor portfolioTH

AMERICAN PETROLEUM INSTITUTE

EIN 13-0433430-Latest filing 2025
Plans
3
Retirement
2
$222.9M assets
Welfare
1
$9.5M premiums
Participants
1,537
200 MASSACHUSETTS AVENUE, SUITE 1100 - WASHINGTON, DC 200015571202-682-8000
Plans on this EIN
3 filings
#002401k-$138.5M - 497 part#001TraditionalDB-$84.5M - 555 part#501Mewa-$9.5M - 739 lives

Retirement portfolio analytics

2 plans aggregated / $222.9M assets / 1,052 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DEFINED CONTRIBUTION PLAN (#002)62%
  • RETIREMENT INCOME PLAN (#001)38%
Total $222.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)555
  • DEFINED CONTRIBUTION PLAN (#002)497
Total 1,052Click row to drill in

Benefits portfolio analytics

1 plan / $9.5M premiums / 739 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$9.1M
  • Prescription drug$7.9M
  • Dental$7.2M
  • Health$7.2M
  • Life$538K
  • Long-term disability$281K
  • +1 more
Total $9.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • HARTFORD LIFE AND ACCIDENT7%
  • VISION SERVICE PLAN1%
  • FOUR EVER LIFE INSURANCE COMPANY1%
  • +2 more
Total $9.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • DIGITAL INSURANCE LLC81%
  • CENTRO BENEFITS RESEARCH LLC17%
  • THE PARTNERS GROUP3%
Total $247K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN

401k

Assets$138.5M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICAN PETROLEUM INSTITUTE RETIREMENT INCOME PLAN

TraditionalDB

Assets$84.5M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN PETROLEUM INSTITUTE GROUP HEALTH AND WELFARE PLAN

Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$9.5M
Covered lives739
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN401k$138.5M4972024
001AMERICAN PETROLEUM INSTITUTE RETIREMENT INCOME PLANTraditionalDB$84.5M5552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN PETROLEUM INSTITUTE GROUP HEALTH AND WELFARE PLANMewaCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$9.5M7392025
Retirement plans
Welfare plans
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