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Sponsor portfolioTH

AMERICAN INSTITUTE OF PHYSICS

EIN 13-1667053-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$216.8M assets
Welfare
2
$8.3M premiums
Participants
1,701
ONE PHYSICS ELLIPSE - COLLEGE PARK, MD 207403841301-209-3100aip.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
4 filings
#001MoneyPurchase-$141.1M - 1,054 part#002MoneyPurchase-$75.7M - 536 part#508Mewa-$8.3M - 654 lives#650Mewa-0 lives

Retirement portfolio analytics

2 plans aggregated / $216.8M assets / 1,590 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INSTITUTE OF PHYSICS (#001)65%
  • DEFERRED ANNUITY PLAN (#002)35%
Total $216.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE OF PHYSICS (#001)1,054
  • DEFERRED ANNUITY PLAN (#002)536
Total 1,590Click row to drill in

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
Total $8.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • TELUS HEALTH (US) LTD.0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $8.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

MoneyPurchase

Assets$141.1M
Participants1,054
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN

MoneyPurchase

Assets$75.7M
Participants536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CAFETERIA PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS

Mewa - AETNA LIFE INSURANCE COMPANY

Premiums$8.3M
Covered lives654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#650

AMERICAN INSTITUTE OF PHYSICS RETIREE REIMBURSEMENT ACCOUNT

Mewa

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICSMoneyPurchase$141.1M1,0542024
002THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLANMoneyPurchase$75.7M5362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CAFETERIA PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICSMewaAETNA LIFE INSURANCE COMPANY$8.3M6542025
650AMERICAN INSTITUTE OF PHYSICS RETIREE REIMBURSEMENT ACCOUNTMewa-$002025
Retirement plans
Welfare plans
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