Assets by plan
Share of aggregate retirement assets
- INSTITUTE OF PHYSICS (#001)$150.0M
Filings through .
Top hat
American Institute of Physics
EIN 13-1667053non-profit organization managementLatest filing 2025
Plans
4
Retirement
2
$227.7M assets
Health & Benefits
2
$8.3M premiums
Participants
1,693
1 PHYSICS ELLIPSE, 5TH FLOOR - COLLEGE PARK, MD 207403841301-209-3147aip.orgLinkedIn201-500 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $227.7M assets / 1,582 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $8.3M premiums / 654 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.5M
- Prescription drug$7.5M
- Dental$428K
- Other$258K
- Life$183K
- Long-term disability$103K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS
Money purchase
Assets$150.0M
Participants1,022
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN
Money purchase
Assets$77.7M
Participants560
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508
CAFETERIA PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS
Mewa - AETNA LIFE INSURANCE COMPANY
Premiums$8.3M
Covered lives654
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#650
AMERICAN INSTITUTE OF PHYSICS RETIREE REIMBURSEMENT ACCOUNT
Mewa
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS | Money purchase | $150.0M | 1,022 | 2025 |
| #002 | THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN | Money purchase | $77.7M | 560 | 2025 |
- #001 · Money purchase · 20251,022
- #002 · Money purchase · 2025560
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #508 | CAFETERIA PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS | Mewa | AETNA LIFE INSURANCE COMPANY | $8.3M | 654 | 2025 |
| #650 | AMERICAN INSTITUTE OF PHYSICS RETIREE REIMBURSEMENT ACCOUNT | Mewa | - | $0 | 0 | 2025 |
- #508 · Mewa · AETNA LIFE INSURANCE COMPANY · 2025654
- #650 · Mewa · 20250
Retirement plans
Health & Benefits plans