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Sponsor portfolio

AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION

EIN 53-0213841-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$29.0M assets
Welfare
1
$279K premiums
Participants
371
1856 OLD RESTON AVE, SUITE 300 - RESTON, VA 20190703-707-4503
Plans on this EIN
3 filings
#003401k-$14.9M - 203 part#002401k-$14.1M - 24 part#501Mixed-$279K - 259 lives

Retirement portfolio analytics

2 plans aggregated / $29.0M assets / 227 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • ENTITY 401K PLAN (#003)51%
  • ASSOCIATION 401K PLAN (#002)49%
Total $29.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTITY 401K PLAN (#003)203
  • ASSOCIATION 401K PLAN (#002)24
Total 227Click row to drill in

Benefits portfolio analytics

1 plan / $279K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$160K
  • Short-term disability$79K
  • Long-term disability$79K
  • Other$79K
  • Vision$20K
  • Life$19K
Total $279K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • DELTA DENTAL OF CALIFORNIA57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY28%
  • VISION SERVICE PLAN7%
  • AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION7%
Total $279K4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HILB GROUP OF NEW ENGLAND83%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
  • ENDEAVOR INSURANCE SERVICES, INC.4%
Total $29K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AAFMAA ENTITY 401K PLAN

401k

Assets$14.9M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION 401K PLAN

401k

Assets$14.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AAFMAA HEALTH AND WELFARE EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$279K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AAFMAA ENTITY 401K PLAN401k$14.9M2032025
002AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION 401K PLAN401k$14.1M242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AAFMAA HEALTH AND WELFARE EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF VIRGINIA$279K2592025
Retirement plans
Welfare plans
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