Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.1M
- Health$2.8M
- Dental$2.8M
- Vision$2.8M
- Prescription drug$2.8M
- Life$238K
- +2 more
Sponsor portfolio
AMERICAN ASSETS TRUST
EIN 27-3338894civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$3.1M premiums
Participants
513
3420 CARMEL MOUNTAIN ROAD, SUITE 100 - SAN DIEGO, CA 92130858-350-2600americanartstrust.orgLinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 366 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- ANTHEM LIFE INSURANCE COMPANY8%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- ADVOCATE, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$27.2M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERICAN ASSETS TRUST HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.1M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $27.2M | 271 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN ASSETS TRUST HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.1M | 366 | 2025 |
Retirement plans
Welfare plans