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Sponsor portfolio

AEC GROUP, LLC

EIN 83-2733109-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$436K premiums
Participants
149
3000 MONTOUR CHURCH ROAD - OAKDALE, PA 15071412-206-2500aecgroup.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$17.0M - 78 part#501Mixed-$436K - 179 lives

Benefits portfolio analytics

1 plan / $436K premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$359K
  • Dental$39K
  • Long-term disability$15K
  • Life$9K
  • Other$9K
  • Vision$7K
  • +1 more
Total $436K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • HM LIFE INSURANCE COMPANY83%
  • UNITED CONCORDIA INSURANCE COMPANY9%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $436K4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • GCG FINANCIAL LLC52%
  • COURY HEALTH SERVICES LLC40%
  • NATIONAL BENEFIT CENTER8%
Total $11K3 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

AEC GROUP, LLC 401K PLAN

401k

Assets$17.0M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AEC GROUP, LLC EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$436K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AEC GROUP, LLC 401K PLAN401k$17.0M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AEC GROUP, LLC EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$436K1792025
Retirement plans
Welfare plans
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