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Sponsor portfolio

AERSALE, INC.

EIN 26-3065158-airlines/aviation-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$1.2M premiums
Participants
1,386
9850 NW 41ST STREET, SUITE 400 - DORAL, FL 33178305-764-3200aersale.comLinkedIn501-1000 employeesairlines/aviation
Plans on this EIN
2 filings
#001401k-$25.0M - 793 part#511Mixed-$1.2M - 1,041 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,041 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$730K
  • Life$621K
  • Short-term disability$621K
  • Long-term disability$621K
  • Dental$376K
  • Vision$66K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HARTFORD LIFE AND ACCIDENT53%
  • UNITED CONCORDIA INSURANCE COMPANY32%
  • AFLAC9%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $166K1 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

AERSALE 401(K) PLAN

401k

Assets$25.0M
Participants793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

AERSALE, INC. GROUP BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.2M
Covered lives1,041
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AERSALE 401(K) PLAN401k$25.0M7932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511AERSALE, INC. GROUP BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$1.2M1,0412025
Retirement plans
Welfare plans
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