PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Experimental Aircraft Association, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Experimental Aircraft Association, Inc.

EIN 39-0917537-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$33.8M assets
Health & Benefits
1
$201K premiums
Participants
743
PO BOX 3086 - OSHKOSH, WI 549033086920-426-4852LinkedIn1-10 employees
Plans on this EIN
3 filings
#001Money purchase-$19.2M - 323 part#002403(b)-$14.6M - 270 part#504Mixed-$201K - 150 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $33.8M assets / 593 participants

Assets by plan

Share of aggregate retirement assets

  • EAA QUALIFIED PENSION (#001)$19.2M
  • 403(B) TDA PLAN (#002)$14.6M
Total $33.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EAA QUALIFIED PENSION (#001)323
  • 403(B) TDA PLAN (#002)270
Total 593Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EAA QUALIFIED PENSION PLAN

Money purchase

Assets$19.2M
Participants323
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

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

403(b)

Assets$14.6M
Participants270
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

EXPERIMENTAL AIRCRAFT ASSOCIATION EMPLOYEE HEALTH & WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$201K
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EAA QUALIFIED PENSION PLANMoney purchase$19.2M3232025
#002EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN403(b)$14.6M2702025
  • EAA QUALIFIED PENSION PLAN$19.2M
    #001 · Money purchase · 2025323
  • EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN$14.6M
    #002 · 403(b) · 2025270

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504EXPERIMENTAL AIRCRAFT ASSOCIATION EMPLOYEE HEALTH & WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$201K1502025
  • EXPERIMENTAL AIRCRAFT ASSOCIATION EMPLOYEE HEALTH & WELFARE PLAN$201K
    #504 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025150
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica