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Sponsor portfolio

AMERICAN INNOVATIONS, LTD

EIN 74-2727549-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$678K premiums
Participants
325
12211 TECHNOLOGY BOULEVARD - AUSTIN, TX 78727512-249-3407aiworldwide.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$14.6M - 175 part#501Mixed-$678K - 150 lives

Benefits portfolio analytics

1 plan / $678K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$515K
  • Dental$96K
  • Vision$96K
  • Life$64K
  • Short-term disability$64K
  • Other$3K
Total $678K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $678K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • GCG FINANCIAL LLC54%
  • PROFESSIOANL GROUP PLANS INC21%
  • BRIO BENEFIT CONSULTING INC17%
  • PROFESSIONAL GROUP PLANS INC8%
  • KACY LAVENDER0%
  • +3 more
Total $106K8 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

AMERICAN INNOVATIONS, LTD. 401(K) PLAN

401k

Assets$14.6M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN INNOVATIONS, LTD EMPLOYEE WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$678K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN INNOVATIONS, LTD. 401(K) PLAN401k$14.6M1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN INNOVATIONS, LTD EMPLOYEE WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$678K1502025
Retirement plans
Welfare plans
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