Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $53.2M assets / 363 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $128K premiums / 163 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Profit-sharing
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | AUA TAX SHELTERED ANNUITY PLAN | 403(b) | $27.9M | 201 | 2025 |
| #002 | AUA DISCRETIONARY CONTRIBUTION PLAN | Profit-sharing | $25.4M | 162 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | AMERICAN UROLOGICAL ASSOCIATION LIFE AND DISABILITY PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $128K | 163 | 2025 |
| #505 | AMERICAN UROLOGICAL ASSOCIATION WELFARE PLAN | Self-funded | - | $0 | 0 | 2025 |