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  2. AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH, INC.
Sponsor portfolioTH

AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH, INC.

EIN 43-0691437-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$45.3M assets
Welfare
2
$128K premiums
Participants
639
1000 CORPORATE BOULEVARD - LINTHICUM, MD 210902260410-689-3704auanet.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
4 filings
#003403b-$23.8M - 200 part#002ProfitSharing-$21.5M - 156 part#502Fully Insured-$128K - 163 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $45.3M assets / 356 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • SHELTERED ANNUITY PLAN (#003)52%
  • DISCRETIONARY CONTRIBUTION PLA... (#002)48%
Total $45.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#003)200
  • DISCRETIONARY CONTRIBUTION PLA... (#002)156
Total 356Click row to drill in

Benefits portfolio analytics

2 plans / $128K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$128K
  • Long-term disability$128K
  • Other$128K
Total $128K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $128K1 slice

Broker market share

Schedule A broker compensation

Split broker
100%top
  • DIGITAL INSURANCE LLC100%
  • IMG0%
Total $19K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AUA TAX SHELTERED ANNUITY PLAN

403b

Assets$23.8M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AUA DISCRETIONARY CONTRIBUTION PLAN

ProfitSharing

Assets$21.5M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERICAN UROLOGICAL ASSOCIATION LIFE AND DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$128K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AMERICAN UROLOGICAL ASSOCIATION WELFARE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AUA TAX SHELTERED ANNUITY PLAN403b$23.8M2002024
002AUA DISCRETIONARY CONTRIBUTION PLANProfitSharing$21.5M1562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERICAN UROLOGICAL ASSOCIATION LIFE AND DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$128K1632025
505AMERICAN UROLOGICAL ASSOCIATION WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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