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Sponsor portfolioTH

AIRCRAFT OWNERS AND PILOTS ASSOCIATION

EIN 52-0636210-Latest filing 2025
Plans
3
Retirement
1
$63.5M assets
Welfare
2
$300K premiums
Participants
713
421 AVIATION WAY - FREDERICK, MD 21701301-695-2000
Plans on this EIN
3 filings
#001401k-$63.5M - 321 part#501Mixed-$300K - 319 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $300K premiums / 319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$185K
  • Life$148K
  • Long-term disability$148K
  • Dental$115K
  • Vision$115K
Total $300K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HARTFORD LIFE AND ACCIDENT49%
  • AMERITAS LIFE INSURANCE CORP.38%
  • RELIASTAR LIFE INSURANCE COMPANY11%
  • CALL A DOCTOR PLUS2%
Total $300K4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • JAMES R NELLIGAN & ASSOCIATES LLC45%
  • MARSH & MCLENNAN AGENCY LLC30%
  • NFP INSURANCE SERVICES INC13%
  • TOTALIS CONSUMER BENEFIT SOLUNTIONS12%
Total $13K4 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

AOPA EMPLOYEES' 401(K) RETIREMENT PLAN

401k

Assets$63.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AIRCRAFT OWNERS AND PILOTS ASSOCIATION EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$300K
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AOPA SEVERANCE PAY PLAN (LEVEL ONE/NON-OFFICERS)

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AOPA EMPLOYEES' 401(K) RETIREMENT PLAN401k$63.5M3212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AIRCRAFT OWNERS AND PILOTS ASSOCIATION EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$300K3192025
504AOPA SEVERANCE PAY PLAN (LEVEL ONE/NON-OFFICERS)Self Funded-$002025
Retirement plans
Welfare plans
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