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Sponsor portfolioTH

AEROVIRONMENT INC.

EIN 95-2705790-Latest filing 2025
Plans
2
Retirement
1
$259.8M assets
Welfare
1
$1.6M premiums
Participants
3,269
900 INNOVATORS WAY - SIMI VALLEY, CA 93065805-520-8350
Plans on this EIN
2 filings
#001401k-$259.8M - 1,779 part#501Mixed-$1.6M - 2,052 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,052 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Vision$196K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY83%
  • EYEMED VISION CARE12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • CURALINC HEALTHCARE1%
  • HEALTHJOY0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • THE BALDWIN GROUP WEST LLC49%
  • MARSH & MCLENNAN AGENCY LLC45%
  • BURNHAM BENEFITS INSURANCE SERVICES6%
Total $319K3 slices

Plan deep-dives

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

AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN

401k

Assets$259.8M
Participants1,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AEROVIRONMENT INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives2,052
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN401k$259.8M1,7792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AEROVIRONMENT INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.6M2,0522025
Retirement plans
Welfare plans
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