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Sponsor portfolioTH

EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.

EIN 39-0917537-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$33.7M assets
Welfare
1
$201K premiums
Participants
754
PO BOX 3086 - OSHKOSH, WI 549033086920-426-4852LinkedIn1-10 employees
Plans on this EIN
3 filings
#001MoneyPurchase-$19.2M - 323 part#002403b-$14.5M - 281 part#504Mixed-$201K - 150 lives

Retirement portfolio analytics

2 plans aggregated / $33.7M assets / 604 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EAA QUALIFIED PENSION (#001)57%
  • 403(B) TDA PLAN (#002)43%
Total $33.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EAA QUALIFIED PENSION (#001)323
  • 403(B) TDA PLAN (#002)281
Total 604Click row to drill in

Benefits portfolio analytics

1 plan / $201K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$183K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Vision$17K
  • Health$13K
Total $201K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
Total $201K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EAA QUALIFIED PENSION PLAN

MoneyPurchase

Assets$19.2M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN

403b

Assets$14.5M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

EXPERIMENTAL AIRCRAFT ASSOCIATION EMPLOYEE HEALTH & WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$201K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EAA QUALIFIED PENSION PLANMoneyPurchase$19.2M3232025
002EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN403b$14.5M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504EXPERIMENTAL AIRCRAFT ASSOCIATION EMPLOYEE HEALTH & WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$201K1502025
Retirement plans
Welfare plans
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