Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
3 plans aggregated / $44.1M assets / 289 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
3 plans / $374K premiums / 309 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Traditional DB
Other DC
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | AICHE TAX DEFERRED SAVINGS PLAN | 403(b) | $33.2M | 195 | 2025 |
| #001 | AMERICAN INSTITUTE OF CHEMICAL ENGINEERS EMPLOYEES' RETIREMENT PLAN | Traditional DB | $9.1M | 77 | 2025 |
| #002 | AMERICAN INSTITUTE OF CHEMICAL ENGINEERS EMPLOYEES' THRIFT PLAN | Other DC | $1.8M | 17 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AMERICAN INSTITUTE OF CHEMICAL ENGINEERS LIFE PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $125K | 103 | 2024 |
| #502 | AMERICAN INSTITUTE OF CHEMICAL ENGINEERS ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $125K | 103 | 2024 |
| #503 | AMERICAN INSTITUTE OF CHEMICAL ENGINEERS LONG TERM DISABILITY PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $125K | 103 | 2024 |