Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	ACI HERZOG A JOINT VENTURE HEALTH INS PLAN	Fully Insured	TRIPLE-S SALUD, INC.	$2.0M	307	2025
502	ACI-HERZOG A JOINT VENTURE	Fully Insured	UNIVERSAL LIFE INSURANCE COMPANY	$28K	260	2025
503	ACI - HERZOG - A JOINT VENTURE EAP INSURANCE PLAN	Fully Insured	SAN JUAN CAPESTRANO	$5K	343	2025

Retirement plans

Welfare plans

Sponsor portfolio

ACI HERZOG A JOINT VENTURE

EIN 47-3581810Latest filing 2025

Plans

Retirement

$2.4M assets

Welfare

$2.0M premiums

Participants

1,018

24 ROAD 21 - GUAYNABO, PR 00966787-625-0325

Plans on this EIN

4 filings

#002ProfitSharing-$2.4M - 108 part #501Fully Insured-$2.0M - 307 lives #502Fully Insured-$28K - 260 lives #503Fully Insured-$5K - 343 lives

Benefits portfolio analytics

3 plans / $2.0M premiums / 910 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.0M
Dental$2.0M
Prescription drug$2.0M
Other$33K
Life$28K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

98%top

TRIPLE S SALUD, INC.98%
UNIVERSAL LIFE INSURANCE COMPANY1%
SAN JUAN CAPESTRANO0%

Broker market share

Schedule A broker compensation

Single broker

100%top

HUB INTERNATIONAL MIDWEST LIMITED100%

Plan deep-dives

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

Retirement#002

ACI-HERZOG 401K NON-UNION EMPLOYEES PLAN

ProfitSharing

Assets$2.4M

Participants108

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501