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  1. Companies/
  2. Association of Equipment Manufacturers
  • Retirement analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Association of Equipment Manufacturers

EIN 31-1796607-international trade and development-Latest filing 2025
Plans
3
Retirement
2
$30.8M assets
Health & Benefits
1
$1.6M premiums
Participants
385
6737 WEST WASHINGTON STREET, SUITE 2400 - MILWAUKEE, WI 53214414-298-4141aem.orgLinkedIn51-200 employeesinternational trade and development
Plans on this EIN
3 filings
#003401(k)-$20.4M - 166 part#001Cash balance-$10.3M - 107 part#504Fully insured-$1.6M - 170 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $30.8M assets / 273 participants

Assets by plan

Share of aggregate retirement assets

  • MANUFACTURERS 401(K) PLAN-A (#003)$20.4M
  • EQUIPMENT MANUFACTURERS PENSIO... (#001)$10.3M
Total $30.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MANUFACTURERS 401(K) PLAN-A (#003)166
  • EQUIPMENT MANUFACTURERS PENSIO... (#001)107
Total 273Select a row to open it

Benefits portfolio analytics

1 plan / $1.6M premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Health$1.5M
  • Prescription drug$1.5M
  • Life$87K
  • Long-term disability$87K
  • Dental$82K
  • +1 more
Total $1.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A

401(k)

Assets$20.4M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLAN

Cash balance

Assets$10.3M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

AEM HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A401(k)$20.4M1662025
#001ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLANCash balance$10.3M1072025
  • ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A$20.4M
    #003 · 401(k) · 2025166
  • ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLAN$10.3M
    #001 · Cash balance · 2025107

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504AEM HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1702025
  • AEM HEALTH AND WELFARE PLAN$1.6M
    #504 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025170
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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