PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Create account
Welfare plans
/
Sponsors
/
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRU
Sponsor portfolio
Welfare / Health
EIN
456549619
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRU
220 LEIGH FARM RD · DURHAM, NC 277078110
9194024648
Plans filed
1
Years active
2015–2024
Industry
NAICS —
Latest filing
2024
Total premiums (latest)
i
$18.6M
No prior year
Persons covered
i
72,268
No prior year
Total participants
i
35,076
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$18.6M
GROUP INSURANCE PLAN UNDER THE AICPA GROUP INSURANCE TRUST
Fully insured
72,268 covered
·
1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Life
$18.6M
50.0%
Long-term disability
$18.6M
50.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
L
LTD
$18.6M
100.0%
1
1
72,268
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
GROUP INSURANCE PLAN UNDER THE AICPA GROUP INSURANCE TRUST
72,268 covered · 1 contract
$18.6M
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
10 documents - 1 plan - 10 years