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Sponsor portfolio

AIM SERVICES, INC.

EIN 14-1609398-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$301K premiums
Participants
4,879
4227 ROUTE 50 - SARATOGA SPRINGS, NY 12866518-587-3208aimservicesinc.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$12.3M - 3,992 part#520Mixed-$301K - 884 lives

Benefits portfolio analytics

1 plan / $301K premiums / 884 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$246K
  • Dental$116K
  • Vision$116K
  • Short-term disability$78K
  • Life$48K
  • Long-term disability$36K
Total $408K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
  • COMPANION LIFE INSURANCE COMPANY28%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY3%
Total $408K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSHALL & STERLING EMPLOYEE BENEFI87%
  • FNA INSURANCE SERVICES INC13%
Total $64K2 slices

Plan deep-dives

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

AIM SERVICES, INC. 403(B) PLAN

403b

Assets$12.3M
Participants3,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

AIM SERVICES, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$301K
Covered lives884
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AIM SERVICES, INC. 403(B) PLAN403b$12.3M3,9922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520AIM SERVICES, INC. HEALTH & WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$301K8842025
Retirement plans
Welfare plans
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