PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ATLANTIC AVIATION FBO INC.
Sponsor portfolio

ATLANTIC AVIATION FBO INC.

EIN 20-1301856-airlines/aviation-Latest filing 2024
Plans
2
Retirement
1
$109.9M assets
Welfare
1
$2.3M premiums
Participants
6,150
5525 GRANITE PWKY, SUITE 1700 - PLANO, TX 75024972-905-2519LinkedIn1001-5000 employeesairlines/aviation
Plans on this EIN
2 filings
#001401k-$109.9M - 3,596 part#506Mixed-$2.3M - 2,535 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 2,535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Vision$190K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
  • VISION SERVICE PLAN8%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $412K2 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

ATLANTIC AVIATION FBO INC. 401(K) PLAN

401k

Assets$109.9M
Participants3,596
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ATLANTIC AVIATION FBO, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives2,535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTIC AVIATION FBO INC. 401(K) PLAN401k$109.9M3,5962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ATLANTIC AVIATION FBO, INC. EMPLOYEE WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.3M2,5352024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica