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Sponsor portfolio

AEROTECH, INC.

EIN 25-1207279-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$133.9M assets
Welfare
1
$5.1M premiums
Participants
1,544
101 ZETA DRIVE - PITTSBURGH, PA 15238412-963-7470aerotech.comLinkedIn501-1000 employeesindustrial automation
Plans on this EIN
3 filings
#001ESOP-$78.6M - 479 part#002401k-$55.2M - 531 part#501Mixed-$5.1M - 904 lives

Retirement portfolio analytics

2 plans aggregated / $133.9M assets / 1,010 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#001)59%
  • AEROTECH, INC. 401(K) (#002)41%
Total $133.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AEROTECH, INC. 401(K) (#002)531
  • PLAN AND TRUST (#001)479
Total 1,010Click row to drill in

Benefits portfolio analytics

1 plan / $5.1M premiums / 904 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Life$92K
  • Vision$63K
  • Long-term disability$31K
  • Other$25K
  • +1 more
Total $5.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UPMC HEALTH OPTIONS96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • BLUE CROSS OF CALIFORNIA1%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LIBERTY FINANCIAL SERVICES100%
Total $111K1 slice

Plan deep-dives

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

AEROTECH, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$78.6M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AEROTECH, INC. 401(K) PLAN

401k

Assets$55.2M
Participants531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AEROTECH, INC. BENEFIT PLAN

Mixed - UPMC HEALTH OPTIONS

Premiums$5.1M
Covered lives904
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AEROTECH, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$78.6M4792025
002AEROTECH, INC. 401(K) PLAN401k$55.2M5312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AEROTECH, INC. BENEFIT PLANMixedUPMC HEALTH OPTIONS$5.1M9042025
Retirement plans
Welfare plans
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