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Sponsor portfolio

AIM TRANSFER & STORAGE INC

EIN 26-0103327-Latest filing 2025
Plans
3
Retirement
1
$8.2M assets
Welfare
2
$3.6M premiums
Participants
465
7774 SOUTH 10TH STREET - OAK CREEK, WI 53226414-762-7769LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$8.2M - 155 part#510Fully Insured-$1.9M - 275 lives#501Fully Insured-$1.7M - 257 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$221K
  • Short-term disability$221K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • BROWN & BROWN INSURANCE SERVICES45%
  • HAYS COMPANIES, INC.44%
  • ARCHON LLC11%
Total $102K3 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

AIM TRANSFER & STORAGE, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$8.2M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

AIM TRANSFER & STORAGE, INC. AIM TRANSFER AND STORAGE HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AIM TRANSFER & STORAGE, INC. AIM TRANSFER AND STORAGE HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AIM TRANSFER & STORAGE, INC. PROFIT SHARING 401(K) PLAN401k$8.2M1552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510AIM TRANSFER & STORAGE, INC. AIM TRANSFER AND STORAGE HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M2752025
501AIM TRANSFER & STORAGE, INC. AIM TRANSFER AND STORAGE HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M2572024
Retirement plans
Welfare plans
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