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Sponsor portfolio

AFFORDABLE ENGINEERING SERVICES

EIN 59-3812042-defense & space-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$2.4M premiums
Participants
915
1455 FRAZEE ROAD, SUITE 860 - SAN DIEGO, CA 92108619-522-9800affordservices.comLinkedIn501-1000 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$15.9M - 646 part#503Fully Insured-$2.4M - 947 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 947 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$1.5M
  • Vision$1.5M
  • Other$99K
  • Short-term disability$91K
  • Life$65K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED HEALTHCARE INSURANCE COMPANY63%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MATTHEW LIBBY54%
  • LYNN GURNHAM28%
  • MDG ASSOCIATES OF CONNECTICUT18%
Total $133K3 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

AFFORDABLE ENGINEERING SERVICES, INC. 401(K) PLAN

401k

Assets$15.9M
Participants646
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AFFORDABLE ENGINEERING SERVICES HEALTH PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives947
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFFORDABLE ENGINEERING SERVICES, INC. 401(K) PLAN401k$15.9M6462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AFFORDABLE ENGINEERING SERVICES HEALTH PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.4M9472025
Retirement plans
Welfare plans
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