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Sponsor portfolio

A & A MAINTENANCE ENTERPRISE, INC.

EIN 13-3149505-Latest filing 2025
Plans
3
Retirement
2
$20.2M assets
Welfare
1
$774K premiums
Participants
2,662
965 MIDLAND AVE - YONKERS, NY 107401070914-969-0009
Plans on this EIN
3 filings
#002ESOP-$17.1M - 711 part#001401k-$3.0M - 1,863 part#501Fully Insured-$774K - 222 lives

Retirement portfolio analytics

2 plans aggregated / $20.2M assets / 2,574 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEE STOCK OWNERSHIP (#002)85%
  • SHARING AND TRUST (#001)15%
Total $20.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • (Not disclosed)85%
  • ADP BROKER-DEALER15%
Total $20.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND TRUST (#001)1,863
  • EMPLOYEE STOCK OWNERSHIP (#002)711
Total 2,574Click row to drill in

Benefits portfolio analytics

1 plan / $774K premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$600K
  • Other$98K
  • Dental$76K
  • Vision$76K
  • Short-term disability$12K
Total $774K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • TRUSTMARK INSURANCE COMPANY13%
  • AMERITAS LIFE INSURANCE CORP.10%
Total $774K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • ACCRETIVE SPECIALTY INSURANCE17%
  • JAMES A SCOTT & SON INC-0%
Total $85K3 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

A & A MAINTENANCE ENTERPRISE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.1M
Participants711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

A & A MAINTENANCE ENTERPRISES 401(K) PROFIT SHARING AND TRUST

401k

Assets$3.0M
Participants1,863
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A & A MAINTENANCE ENTERPRISE, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$774K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002A & A MAINTENANCE ENTERPRISE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.1M7112024
001A & A MAINTENANCE ENTERPRISES 401(K) PROFIT SHARING AND TRUST401k$3.0M1,8632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A & A MAINTENANCE ENTERPRISE, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$774K2222025
Retirement plans
Welfare plans
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