Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AARP
EIN 95-1985500non-profit organization managementLatest filing 2024
Plans
5
Retirement
3
$2.64B assets
Welfare
2
$59.0M premiums
Participants
15,675
C/O TAX DEPARTMENT, 601 E STREET, NW - WASHINGTON, DC 20049888-779-3966aarp.orgLinkedIn1001-5000 employeesnon-profit organization management
Retirement portfolio analytics
3 plans aggregated / $2.64B assets / 9,772 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- (Not disclosed)62%
- T ROWE PRICE RPS INC38%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $59.0M premiums / 4,863 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$47.8M
- Other$3.5M
- Dental$2.3M
- Stop-loss$957K
- Vision$430K
- Prescription drug$74K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- UNITED HEALTHCARE INSURANCE COMPANY83%
- KAISER FOUNDATION HEALTH PLAN INC7%
- HARTFORD LIFE AND ACCIDENT5%
- DELTA DENTAL OF CALIFORNIA4%
- GENWORTH LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
77%top
- WILLIS TOWERS WATSON US LLC77%
- LOCKTON COMPANIES, LLC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AARP EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$1.63B
Participants5,813
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AARP EMPLOYEES 401K PLAN
401k
Assets$998.5M
Participants3,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AARP PUERTO RICO EMPLOYEES 1165(E) PLAN
ProfitSharing
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
AARP EMPLOYEES WELFARE PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$59.0M
Covered lives4,863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
LIFEWORKS EMPLOYEE RESOURCE PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AARP EMPLOYEES' PENSION PLAN | TraditionalDB | $1.63B | 5,813 | 2024 | |
| 002 | AARP EMPLOYEES 401K PLAN | 401k | $998.5M | 3,949 | 2024 | |
| 003 | AARP PUERTO RICO EMPLOYEES 1165(E) PLAN | ProfitSharing | $2.4M | 10 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | AARP EMPLOYEES WELFARE PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $59.0M | 4,863 | 2024 | |
| 509 | LIFEWORKS EMPLOYEE RESOURCE PROGRAM | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans