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Sponsor portfolio

AMERICAN INSURANCE TRUST

EIN 52-6057386-insurance-Latest filing 2024
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
126
111 ROCKVILLE PIKE, SUITE 700 - ROCKVILLE, MD 20850800-477-1200LinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$10.4M - 73 part#002TraditionalDB-$2.6M - 53 part

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 126 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • INSURANCE TRUST 401(K) (#001)80%
  • DEFINED BENEFIT PLAN (#002)20%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE TRUST 401(K) (#001)73
  • DEFINED BENEFIT PLAN (#002)53
Total 126Click row to drill in

Plan deep-dives

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

AMERICAN INSURANCE TRUST 401(K) PLAN

401k

Assets$10.4M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

AMERICAN INSURANCE TRUST DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.6M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN INSURANCE TRUST 401(K) PLAN401k$10.4M732024
002AMERICAN INSURANCE TRUST DEFINED BENEFIT PLANTraditionalDB$2.6M532024
Retirement plans
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