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Sponsor portfolio

ALLIED AVIATION SERVICES, INC.

EIN 13-3846270-Transportation and Warehousing-Latest filing 2024
Plans
3
Retirement
2
$38.9M assets
Welfare
1
$3.3M premiums
Participants
1,700
P.O. BOX 15770 - SARASOTA, FL 342771770626-453-6006
Plans on this EIN
3 filings
#001401k-$33.3M - 250 part#002401k-$5.6M - 212 part#520Mixed-$3.3M - 2,162 lives

Retirement portfolio analytics

2 plans aggregated / $38.9M assets / 462 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • 401(K) RETIREMENT PLAN (#001)85%
  • 401(K) SECURITY FUND (#002)15%
Total $38.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $38.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)250
  • 401(K) SECURITY FUND (#002)212
Total 462Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 2,162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Life$375K
  • Long-term disability$375K
  • Other$375K
  • Dental$288K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • EMBLEMHEALTH47%
  • HORIZON HEALTHCARE SERVICES, INC.21%
  • HARTFORD LIFE AND ACCIDENT12%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • AETNA LIFE INSURANCE COMPANY9%
  • +1 more
Total $3.3M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $95K1 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

ALLIED AVIATION SERVICES, INC. 401(K) RETIREMENT PLAN

401k

Assets$33.3M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIED AVIATION 401(K) SECURITY FUND

401k

Assets$5.6M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ALLIED AVIATION SERVICES GROUP INSURANCE PLAN

Mixed - EMBLEM HEALTH, INC.

Premiums$3.3M
Covered lives2,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED AVIATION SERVICES, INC. 401(K) RETIREMENT PLAN401k$33.3M2502024
002ALLIED AVIATION 401(K) SECURITY FUND401k$5.6M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ALLIED AVIATION SERVICES GROUP INSURANCE PLANMixedEMBLEM HEALTH, INC.$3.3M2,1622024
Retirement plans
Welfare plans
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