Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AIR T, INC.
EIN 52-1206400venture capital & private equityLatest filing 2025
Plans
3
Retirement
2
$34.8M assets
Welfare
1
$940K premiums
Participants
1,549
3524 AIRPORT ROAD - MAIDEN, NC 28650828-466-6677airt.comLinkedIn501-1000 employeesventure capital & private equity
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $34.8M assets / 734 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $940K premiums / 815 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$476K
- Short-term disability$476K
- Long-term disability$476K
- Other$476K
- Dental$465K
- Vision$465K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY51%
- DELTA DENTAL OF CALIFORNIA49%
Broker market share
Schedule A broker compensation
74%top
- TAWAS BAY INSURANCE74%
- DIEBOLD INSURANCE AGENCY DBA TAWAS26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AIR T, INC. 401(K) RETIREMENT PLAN
401k
Assets$32.5M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AIR T, INC. 1165(E) PLAN
401k
Assets$2.3M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AIR T GROUP MEDICAL PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$940K
Covered lives815
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AIR T, INC. 401(K) RETIREMENT PLAN | 401k | $32.5M | 676 | 2024 | |
| 002 | AIR T, INC. 1165(E) PLAN | 401k | $2.3M | 58 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AIR T GROUP MEDICAL PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $940K | 815 | 2025 |
Retirement plans
Welfare plans