PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AOA MANAGEMENT

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 81-3367833

AOA MANAGEMENT

1661 EAST CAMELBACK ROAD, SUITE 200 · PHOENIX, AZ 85016
6023436174
Plans filed
1
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$552K
No prior year
Persons covered
530
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$552K
AOA MANAGEMENT HEALTH AND WELFARE PLAN
Mixed530 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$265K21.7%
Dental$248K20.3%
Life$223K18.3%
Short-term disability$223K18.3%
Long-term disability$223K18.3%
Vision$39K3.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
D
$248K45.0%11530
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$223K40.5%11120
VISION SERVICE PLAN
EIN 061227840
V
$39K7.1%11224
AFLAC
EIN 570514130
Oth
$38K6.8%11121
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$4K0.7%1113

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VACONTINENTAL AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA, BLUE CROSS BLUE SHIELD OF ARIZONA, METROPOLITAN GENERAL INSURANCE COMPANY$31K$989$32K89.4%1
EMPLOYEE BENEFITS INTERNATIONALPHOENIX, AZLIFE INSURANCE COMPANY OF NORTH AMERICA$3K$0$3K9.6%1
THE JACOBI GROUP LLCPHOENIX, AZCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K2.8%1
EMPLOYEE BENEFITS INTERNATIONAL AZPHOENIX, AZVISION SERVICE PLAN$656$0$6561.8%1
AUBRIE MICHELLE LANEGLENDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY$118$0$1180.3%1
JASON ELIJAH ANGELGLENDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY$46$0$460.1%1
BRYAN G CORBIN LLCLAKE OSWEGO, ORCONTINENTAL AMERICAN INSURANCE COMPANY$43$0$430.1%1
LANCE D THORSONWATERTOWN, SDCONTINENTAL AMERICAN INSURANCE COMPANY$26$0$260.1%1
MARSH & MCLENNAN AGENCY LLCANCHORAGE, AKCONTINENTAL AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN-$2K$0-$2K-4.2%1

History & trajectory

6 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica