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 / $17.7M assets / 442 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $918K premiums / 366 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.
401(k)
ESOP
Self-funded - AVALON INSURANCE COMPANY
Fully insured - UNITED CONCORDIA INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AERO ENERGY RETIREMENT AND PROFIT SHARING PLAN | 401(k) | $10.0M | 228 | 2025 |
| #002 | MID-ATLANTIC COOPERATIVE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.7M | 214 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | AERO ENERGY, INC. GROUP MEDICAL PLAN | Self-funded | AVALON INSURANCE COMPANY | $720K | 137 | 2025 |
| #510 | AERO ENERGY, INC. FLEXIBLE BENEFITS PLAN | Fully insured | UNITED CONCORDIA INSURANCE COMPANY | $198K | 229 | 2025 |