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Sponsor portfolio

AIV, L.P. F/K/A AIV, INC.

EIN 76-0325317-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$33.7M assets
Welfare
1
$1.9M premiums
Participants
485
22806 NORTHWEST LAKE DRIVE - HOUSTON, TX 77095713-462-4131aivinc.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$33.7M - 327 part#501Fully Insured-$1.9M - 304 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$80K
  • Long-term disability$28K
  • Life$10K
Total $2.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $144K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AIV, L.P. 401(K) PLAN

401k

Assets$33.7M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AIV, LP EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA HEALTH INSURANCE COMPANY

Premiums$1.9M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AIV, L.P. 401(K) PLAN401k$33.7M3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AIV, LP EMPLOYEE BENEFIT PLANFully InsuredAETNA HEALTH INSURANCE COMPANY$1.9M3042025
Retirement plans
Welfare plans
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