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THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

EIN 36-4847532-accounting-Latest filing 2024
Plans
3
Retirement
1
$269.2M assets
Welfare
2
$2.5M premiums
Participants
2,449
220 LEIGH FARM ROAD - DURHAM, NC 27707919-402-4500aicpaglobal.comLinkedIn1001-5000 employeesaccounting
Plans on this EIN
3 filings
#001401k-$269.2M - 1,095 part#501Fully Insured-$2.5M - 1,129 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.5M premiums / 1,129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.1M
  • Dental$1.1M
  • Stop-loss$1.1M
  • Long-term disability$378K
  • Life$182K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY24%
  • FLORES AND ASSOCIATES12%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • +2 more
Total $2.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • AON CONSULTING INC92%
  • FLORES AND ASSOCIATES8%
Total $115K2 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

THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN

401k

Assets$269.2M
Participants1,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives1,129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN401k$269.2M1,0952024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M1,1292024
505ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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