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Sponsor portfolio

AZTEC SHOPS, LTD.

EIN 95-0516240-retail-Latest filing 2025
Plans
3
Retirement
2
$15.3M assets
Welfare
1
$42K premiums
Participants
941
SAN DIEGO STATE UNIVERSITY - SAN DIEGO, CA 921820001619-594-7500aztecshops.comLinkedIn501-1000 employeesretail
Plans on this EIN
3 filings
#001TraditionalDB-$9.8M - 421 part#002403b-$5.5M - 343 part#502Fully Insured-$42K - 177 lives

Retirement portfolio analytics

2 plans aggregated / $15.3M assets / 764 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • - HOURLY EMPLOYEES (#001)64%
  • LTD. RETIREMENT PLAN (#002)36%
Total $15.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • - HOURLY EMPLOYEES (#001)421
  • LTD. RETIREMENT PLAN (#002)343
Total 764Click row to drill in

Benefits portfolio analytics

1 plan / $42K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$42K
  • Short-term disability$42K
  • Long-term disability$42K
  • Other$42K
Total $42K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $71K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES

TraditionalDB

Assets$9.8M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AZTEC SHOPS, LTD. RETIREMENT PLAN

403b

Assets$5.5M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AZTEC SHOPS LIFE AND DISABILITY INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$42K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEESTraditionalDB$9.8M4212025
002AZTEC SHOPS, LTD. RETIREMENT PLAN403b$5.5M3432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AZTEC SHOPS LIFE AND DISABILITY INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$42K1772025
Retirement plans
Welfare plans
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