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Sponsor portfolioTH

AMERICAN SOCIETY OF MECHANICAL ENGINEERS

EIN 13-1623899-Educational Services-Latest filing 2024
Plans
4
Retirement
3
$189.4M assets
Welfare
1
$6.4M premiums
Participants
1,616
TWO PARK AVENUE, 7TH FLOOR - NEW YORK, NY 10016212-591-7000
Plans on this EIN
4 filings
#101403b-$95.1M - 485 part#002401k-$89.0M - 577 part#201403b-$5.2M - 194 part#501Fully Insured-$6.4M - 575 lives

Retirement portfolio analytics

3 plans aggregated / $189.4M assets / 1,256 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • ENGINEERS THRIFT Savings (#101)50%
  • MECHANICAL ENGINEERS 401(K) (#002)47%
  • ENGINEERS DC PENSION (#201)3%
Total $189.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $189.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MECHANICAL ENGINEERS 401(K) (#002)577
  • ENGINEERS THRIFT Savings (#101)485
  • ENGINEERS DC PENSION (#201)194
Total 1,256Click row to drill in

Benefits portfolio analytics

1 plan / $6.4M premiums / 575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Dental$6.1M
  • Prescription drug$6.1M
  • Other$320K
  • Life$277K
  • Short-term disability$277K
  • +2 more
Total $6.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • AFLAC1%
  • VISION SERVICE PLAN1%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $6.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LOCKTON COMPANIES, LLC97%
  • KEITH LEPACK1%
  • IVAN M SERVAIS1%
  • CORPORATE SYNERGIES GROUP LLC0%
  • BRETT G. DIAMOND0%
  • +3 more
Total $186K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#101

AMERICAN SOCIETY OF MECHANICAL ENGINEERS THRIFT SAVINGS PLAN

403b

Assets$95.1M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN SOCIETY OF MECHANICAL ENGINEERS 401(K) PLAN

401k

Assets$89.0M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#201

AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN

403b

Assets$5.2M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN SOCIETY OF MECHANICAL ENGINEERS WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$6.4M
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
101AMERICAN SOCIETY OF MECHANICAL ENGINEERS THRIFT SAVINGS PLAN403b$95.1M4852024
002AMERICAN SOCIETY OF MECHANICAL ENGINEERS 401(K) PLAN401k$89.0M5772024
201AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN403b$5.2M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN SOCIETY OF MECHANICAL ENGINEERS WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$6.4M5752024
Retirement plans
Welfare plans
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