Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$196K
- Long-term disability$196K
- Other$196K
Sponsor portfolioTH
AMERICAN INSTITUTE FOR CPCU
EIN 23-1352012insuranceLatest filing 2025
Plans
2
Retirement
1
$81.0M assets
Welfare
1
$196K premiums
Participants
691
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $196K premiums / 351 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
71%top
- CONNER STRONG & BUCKELEW71%
- JAMES R NELLIGAN & ASSOCIATES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN
401k
Assets$81.0M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
AMERICAN INSTITUTE FOR CPCU FLEXIBLE BENEFITS PLANS
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$196K
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN | 401k | $81.0M | 340 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AMERICAN INSTITUTE FOR CPCU FLEXIBLE BENEFITS PLANS | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $196K | 351 | 2025 |
Retirement plans
Welfare plans