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  2. AMERICAN POOL ENTERPRISES, INC.
Sponsor portfolio

AMERICAN POOL ENTERPRISES, INC.

EIN 51-0387108-Latest filing 2025
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$5.2M premiums
Participants
2,058
11155 DOLFIELD BLVD., SUITE 216, - OWINGS MILLS, MD 21117443-501-4202
Plans on this EIN
2 filings
#001401k-$27.5M - 1,521 part#504Fully Insured-$5.2M - 428 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Dental$5.0M
  • Vision$5.0M
  • Long-term disability$56K
  • Short-term disability$46K
  • Life$37K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • AFLAC0%
Total $5.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
  • SUZANNE HELENE TRIMPOLI0%
  • STEPHEN FLECKER0%
  • JANICE TAYLOR0%
  • DAVID MORNINGSTAR0%
  • +3 more
Total $241K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE AMENITY COLLECTIVE 401(K) PLAN

401k

Assets$27.5M
Participants1,521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

AMERICAN POOL ENTERPRISES HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.2M
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE AMENITY COLLECTIVE 401(K) PLAN401k$27.5M1,5212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504AMERICAN POOL ENTERPRISES HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.2M4282025
Retirement plans
Welfare plans
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