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Sponsor portfolio

AUI, INC.

EIN 27-1729924-Latest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$541K premiums
Participants
609
1600 W PULASKI HIGHWAY - ELKTON, MD 21921443-715-0000
Plans on this EIN
2 filings
#001401k-$12.4M - 366 part#501Fully Insured-$541K - 241 lives

Benefits portfolio analytics

1 plan / $541K premiums / 241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$339K
  • Stop-loss$339K
  • Vision$202K
  • Life$202K
  • Short-term disability$202K
  • Long-term disability$202K
  • +1 more
Total $541K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $541K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • PATRIOT GROWTH INSURANCE SERVICES64%
  • JAMES R NELLIGAN & ASSOCIATES LLC22%
  • POWER-KUNKLE GROUP INC14%
Total $46K3 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

AUI, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.4M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUI, INC. HEALTH AND WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$541K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUI, INC. 401(K) PROFIT SHARING PLAN401k$12.4M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUI, INC. HEALTH AND WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$541K2412025
Retirement plans
Welfare plans
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