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Sponsor portfolio

AYERS FOUNDATION TRUST

EIN 88-2961915-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$109K premiums
Participants
255
643 TENNESSEE SOUTH PARSONS - PARSONS, TN 38363931-722-8430ayersfoundationtrust.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$2.7M - 135 part#501Mixed-$109K - 120 lives

Benefits portfolio analytics

1 plan / $109K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Other$109K
Total $109K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $109K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARTIN AND ZERFOSS, INC.100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AYERS FOUNDATION TRUST 401(K) PLAN

401k

Assets$2.7M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE AYERS FOUNDATION TRUST BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$109K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AYERS FOUNDATION TRUST 401(K) PLAN401k$2.7M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE AYERS FOUNDATION TRUST BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$109K1202025
Retirement plans
Welfare plans
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