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Sponsor portfolioTH

AREA AGENCY ON AGING, REGION ONE, INCORPORATED

EIN 74-2371957-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$184K premiums
Participants
290
1366 E. THOMAS ROAD, SUITE 108 - PHOENIX, AZ 850145739602-241-6127aaaphx.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$12.1M - 166 part#501Fully Insured-$184K - 153 lives

Benefits portfolio analytics

1 plan / $184K premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$81K
  • Long-term disability$71K
  • Life$20K
  • Other$20K
  • Vision$13K
Total $184K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • DELTA DENTAL OF CALIFORNIA44%
  • AVESIS INSURANCE INCORPORATED7%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $184K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GBS ARIZONA INC92%
  • RP RYAN INSURANCE INC8%
Total $86K2 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

AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN

401k

Assets$12.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AREA AGENCY ON AGING REGION ONE, INC EMPLOYEE BENEFITS PLAN

Fully Insured - DELTA DENTAL OF ARIZONA

Premiums$184K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN401k$12.1M1662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AREA AGENCY ON AGING REGION ONE, INC EMPLOYEE BENEFITS PLANFully InsuredDELTA DENTAL OF ARIZONA$184K1532025
Retirement plans
Welfare plans
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