Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $18.3M assets / 146 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AAIS EMPLOYEES SALARY SAVINGS PLAN | 401(k) | $18.1M | 146 | 2025 |
| #001 | AMERICAN ASSOCIATION OF INSURANCE SERVICES EMPLOYEES' PENSION PLAN | Traditional DB | $196K | 0 | 2025 |