Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Mixed - UPMC HEALTH OPTIONS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AEROTECH, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $78.6M | 479 | 2025 | |
| 002 | AEROTECH, INC. 401(K) PLAN | 401k | $55.2M | 531 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AEROTECH, INC. BENEFIT PLAN | Mixed | UPMC HEALTH OPTIONS | $5.1M | 904 | 2025 |