Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$259K
- Life$50K
- Long-term disability$50K
- Other$24K
- Vision$11K
Sponsor portfolioTH
A&E INCORPORATED
EIN 39-0778827machineryLatest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$344K premiums
Participants
303
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $344K premiums / 981 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY75%
- SUN LIFE ASSURANCE COMPANY OF CANADA15%
- WESTPORT INSURANCE CORPORATION6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- AURORA HEALTHCARE1%
Broker market share
Schedule A broker compensation
50%top
- MARSH & MCLENNAN AGENCY LLC50%
- WMC SERVICE CORPORATION50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.8M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
A&E INCORPORATED EMPLOYEE BENEFITS PLAN
Mixed - BERKLEY LIFE AND HEALTH INSURANCE COMPANY
Premiums$344K
Covered lives981
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.8M | 163 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | A&E INCORPORATED EMPLOYEE BENEFITS PLAN | Mixed | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | $344K | 981 | 2025 |
Retirement plans
Welfare plans