PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AAAG HOLDINGS, INC.
Sponsor portfolio

AAAG HOLDINGS, INC.

EIN 46-5654318-Latest filing 2025
Plans
6
Retirement
1
$14.1M assets
Welfare
5
$2.0M premiums
Participants
10,570
10401 NORTH MERIDIAN STREET, SUITE 400 - CARMEL, IN 46290317-689-7511
Plans on this EIN
6 filings
#001401k-$14.1M - 3,013 part#502Fully Insured-$1.6M - 2,212 lives#503Mixed-$311K - 919 lives#504Fully Insured-$77K - 3,270 lives#501Self Funded-0 lives#505Self Funded-0 lives

Benefits portfolio analytics

5 plans / $2.0M premiums / 6,401 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Dental$1.6M
  • Vision$1.6M
  • Life$1.6M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • STANDARD INSURANCE COMPANY81%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY15%
  • COMPSYCH4%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $261K1 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

AAAG HOLDINGS, INC. 401(K) PLAN

401k

Assets$14.1M
Participants3,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AAAG HOLDINGS, INC. GROUP DENTAL, VISION, LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$1.6M
Covered lives2,212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AAAG HOLDINGS, INC. GROUP VOLUNTARY BENEFITS PLAN

Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$311K
Covered lives919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AAAG HOLDINGS, INC. EAP PLAN

Fully Insured - COMPSYCH CORPORATION

Premiums$77K
Covered lives3,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AAAG HOLDINGS, INC. GROUP HEALTH BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AAAG HOLDINGS, INC. GROUP FSA PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AAAG HOLDINGS, INC. 401(K) PLAN401k$14.1M3,0132024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AAAG HOLDINGS, INC. GROUP DENTAL, VISION, LIFE AND DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$1.6M2,2122025
503AAAG HOLDINGS, INC. GROUP VOLUNTARY BENEFITS PLANMixedAMERICAN HERITAGE LIFE INSURANCE COMPANY$311K9192025
504AAAG HOLDINGS, INC. EAP PLANFully InsuredCOMPSYCH CORPORATION$77K3,2702025
501AAAG HOLDINGS, INC. GROUP HEALTH BENEFIT PLANSelf Funded-$002025
505AAAG HOLDINGS, INC. GROUP FSA PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica