PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERICAN TRUCKING ASSOCIATIONS
Sponsor portfolioTH

AMERICAN TRUCKING ASSOCIATIONS

EIN 53-0026970-Latest filing 2025
Plans
3
Retirement
2
$49.1M assets
Welfare
1
$829K premiums
Participants
541
80 M ST. SE, SUITE 800 - WASHINGTON, DC 20003703-838-1727
Plans on this EIN
3 filings
#002401k-$36.5M - 225 part#001CashBalance-$12.6M - 160 part#501Mixed-$829K - 334 lives

Retirement portfolio analytics

2 plans aggregated / $49.1M assets / 385 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • 401(K) RETIREMENT Savings (#002)74%
  • ATA PENSION (#001)26%
Total $49.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)225
  • ATA PENSION (#001)160
Total 385Click row to drill in

Benefits portfolio analytics

1 plan / $829K premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$461K
  • Life$204K
  • Long-term disability$204K
  • Other$204K
  • Dental$153K
  • Vision$11K
Total $829K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • HARTFORD LIFE AND ACCIDENT25%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
  • EYEMED VISION CARE1%
Total $829K4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MARSH & MCLENNAN AGENCY LLC63%
  • JAMES R NELLIGAN & ASSOCIATES LLC27%
  • NFP INSURANCE SERVICES INC5%
  • TOTALIS BENEFITS5%
Total $57K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ATA 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$36.5M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ATA PENSION PLAN

CashBalance

Assets$12.6M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN TRUCKING ASSOCIATIONS, INC. WRAP DOCUMENT

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$829K
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ATA 401(K) RETIREMENT SAVINGS PLAN401k$36.5M2252024
001ATA PENSION PLANCashBalance$12.6M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN TRUCKING ASSOCIATIONS, INC. WRAP DOCUMENTMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$829K3342025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica