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Sponsor portfolio

ASSOCIATION OF EQUIPMENT MANUFACTURERS

EIN 31-1796607-international trade and development-Latest filing 2025
Plans
3
Retirement
2
$28.1M assets
Welfare
1
$1.6M premiums
Participants
381
6737 WEST WASHINGTON STREET, SUITE 2400 - MILWAUKEE, WI 53214414-272-0943aem.orgLinkedIn51-200 employeesinternational trade and development
Plans on this EIN
3 filings
#003401k-$18.2M - 157 part#001CashBalance-$9.9M - 112 part#504Fully Insured-$1.6M - 170 lives

Retirement portfolio analytics

2 plans aggregated / $28.1M assets / 269 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • MANUFACTURERS 401(K) PLAN-A (#003)65%
  • EQUIPMENT MANUFACTURERS PENSIO... (#001)35%
Total $28.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANUFACTURERS 401(K) PLAN-A (#003)157
  • EQUIPMENT MANUFACTURERS PENSIO... (#001)112
Total 269Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA5%
  • SUPERIOR DENTAL CARE1%
  • EMPATHIA, INC.0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • UNKNOWN2%
Total $36K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A

401k

Assets$18.2M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLAN

CashBalance

Assets$9.9M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

AEM HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A401k$18.2M1572024
001ASSOCIATION OF EQUIPMENT MANUFACTURERS PENSION PLANCashBalance$9.9M1122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504AEM HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1702025
Retirement plans
Welfare plans
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