Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $3.1M assets / 113 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.4M premiums / 157 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - HAWAII MEDICAL ASSURANCE ASSOCIATION
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AIO GROUP 401(K) RETIREMENT SAVINGS PLAN (001) | 401(k) | $3.1M | 77 | 2025 |
| #002 | AIO GROUP/PBC 401(K) RETIREMENT SAVINGS PLAN (002) | 401(k) | $26K | 36 | 2024 |
1 plan on this EIN
| 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 |