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Sponsor portfolio

AERO GROUP HOLDINGS, LLC

EIN 82-2796674-Latest filing 2025
Plans
3
Retirement
1
$3.8M assets
Welfare
2
$281K premiums
Participants
493
2208 AIRPARK DRIVE - BURLINGTON, NC 27215336-260-8882
Plans on this EIN
3 filings
#001401k-$3.8M - 164 part#502Fully Insured-$255K - 165 lives#501Mixed-$26K - 192 lives

Benefits portfolio analytics

2 plans / $281K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$255K
  • Dental$255K
  • Life$255K
  • Short-term disability$255K
  • Other$255K
  • Vision$26K
Total $281K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA91%
  • COMMUNITY EYE CARE9%
Total $281K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • WILLIFORD INSURANCE GROUP INC.6%
Total $41K2 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

AERO GROUP HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.8M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AERO GROUP HOLDINGS LIFE INSURANCE PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$255K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AERO GROUP HOLDINGS MEDICAL AND DENTAL BENEFITS PLAN

Mixed - COMMUNITY EYE CARE, LLC

Premiums$26K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AERO GROUP HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST401k$3.8M1642024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AERO GROUP HOLDINGS LIFE INSURANCE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$255K1652025
501AERO GROUP HOLDINGS MEDICAL AND DENTAL BENEFITS PLANMixedCOMMUNITY EYE CARE, LLC$26K1922025
Retirement plans
Welfare plans
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