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Sponsor portfolio

AEMI HOLDINGS, LLC

EIN 33-0215757-Manufacturing-Latest filing 2025
Plans
3
Retirement
1
$11.9M assets
Welfare
2
$2.0M premiums
Participants
404
6610 COBRA WAY - SAN DIEGO, CA 92121858-481-0210
Plans on this EIN
3 filings
#001401k-$11.9M - 118 part#501Fully Insured-$2.0M - 165 lives#502Fully Insured-$20K - 151 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Life$20K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • STANDARD INSURANCE COMPANY1%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • WILLIAM KEESLING33%
  • BROWN & BROWN INSURANCE SERVICES33%
  • ADAM BILECKYJ33%
Total $127K3 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

AEM, INC. 401(K) SAVINGS PLAN

401k

Assets$11.9M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AEMI HOLDINGS, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.0M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AEMI HOLDINGS, LLC LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$20K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AEM, INC. 401(K) SAVINGS PLAN401k$11.9M1182025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AEMI HOLDINGS, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.0M1652024
502AEMI HOLDINGS, LLC LIFE AND DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$20K1512024
Retirement plans
Welfare plans
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