Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AIO, LLC
EIN 86-1097857InformationLatest filing 2025
Plans
3
Retirement
2
$3.1M assets
Welfare
1
$1.4M premiums
Participants
228
1000 BISHOP STREET, SUITE 202 - HONOLULU, HI 968134203808-537-9500
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 113 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 157 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Dental$61K
- Life$20K
- Long-term disability$20K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
79%top
- HAWAII MEDICAL SERVICE ASSOCIATION79%
- KAISER FOUNDATION HEALTH PLAN INC19%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
93%top
- ATLAS INSURANCE AGENCY, INC.93%
- MARSH & MCLENNAN AGENCY LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AIO GROUP 401(K) RETIREMENT SAVINGS PLAN (001)
401k
Assets$3.1M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AIO GROUP/PBC 401(K) RETIREMENT SAVINGS PLAN (002)
401k
Assets$26K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF AIO, LLC
Fully Insured - HAWAII MEDICAL ASSURANCE ASSOCIATION
Premiums$1.4M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AIO GROUP 401(K) RETIREMENT SAVINGS PLAN (001) | 401k | $3.1M | 77 | 2025 | |
| 002 | AIO GROUP/PBC 401(K) RETIREMENT SAVINGS PLAN (002) | 401k | $26K | 36 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF AIO, LLC | Fully Insured | HAWAII MEDICAL ASSURANCE ASSOCIATION | $1.4M | 157 | 2025 |
Retirement plans
Welfare plans