Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMERICAN ASSOCIATION OF INSURANCE SERVICES
EIN 36-2021360Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$20.5M assets
Welfare
0
Participants
170
701 WARRENVILLE ROAD, SUITE 100 - LISLE, IL 60532630-681-8347
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.5M assets / 170 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AAIS EMPLOYEES SALARY SAVINGS PLAN
401k
Assets$16.9M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMERICAN ASSOCIATION OF INSURANCE SERVICES EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$3.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AAIS EMPLOYEES SALARY SAVINGS PLAN | 401k | $16.9M | 141 | 2024 | |
| 001 | AMERICAN ASSOCIATION OF INSURANCE SERVICES EMPLOYEES' PENSION PLAN | TraditionalDB | $3.6M | 29 | 2024 |
Retirement plans