PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AAA SOUTH JERSEY, INC.
Sponsor portfolio

AAA SOUTH JERSEY, INC.

EIN 21-0399840-automotive-Latest filing 2025
Plans
2
Retirement
1
$15.1M assets
Welfare
1
$126K premiums
Participants
258
700 LAUREL OAK ROAD - VOORHEES, NJ 08043856-679-2613LinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#002401k-$15.1M - 144 part#501Mixed-$126K - 114 lives

Benefits portfolio analytics

1 plan / $126K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$50K
  • Other$32K
  • Life$31K
  • Long-term disability$15K
  • Vision$11K
Total $126K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
  • TRANSAMERICA LIFE INSURANCE COMPANY15%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
Total $126K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ASSUREDPARTNERS84%
  • TRIBEN INSURANCE SOLUTIONS INC8%
  • ECBM LP8%
  • JAMES J. SUTHERLAND0%
Total $17K4 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

AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN

401k

Assets$15.1M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AAA SOUTH JERSEY, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$126K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN401k$15.1M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AAA SOUTH JERSEY, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$126K1142025
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