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Original filing (PDF)20251010114353NAL0017825202001
AIMS BENEFIT TRUST
Form 5500
FILING_RECEIVED
AIMS BENEFIT TRUST PLAN
Health & welfare plan
Signals · 3
~4302 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
4,581
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$199K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 4302 bps in Schedule C fees — 8172% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIMS BENEFIT TRUST.
Plan sponsor
Name
AIMS BENEFIT TRUST
EIN
47-6426492
Address
890 AIRPORT PARK ROAD SUITE 103 · GLEN BURNIE, MD · 21061
Phone
(410) 590-6590
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
DAVIDSON DOYLE & HILTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDUCATORS BENEFIT SERVICES INC | 52-1642161 | GLEN BURNIE, MD | CONTRACT ADMINISTRATOR | $1.3M | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIDSON DOYLE & HILTON LLP | 54-1953476 | LYNCHBURG, VA | AUDITOR | $18K | — |
| ANDERSON DAVIS & ASSOCIATES CPA PA | 52-1861549 | GLEN BURNIE, MD | ACCOUNTANT | $11K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHUBB & SON | 13-2595722 | PITTSBURGH, PA | INSURANCE PROVIDER | $15K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDUCATORS BENEFIT SERVICES INC | 52-1642161 | GLEN BURNIE, MA | WELLNESS ADMIN (CIGNA) | $719K | — |
| BHS | 52-1306404 | BALTIMORE, MD | EAP/WELLNESSSVC PROVIDER | $95K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | ASO | $27K | — |
| EDUCATORS BENEFIT SERVICES INC | — | GLEN BURNIE, MD | COBRA AND EAP ADMIN | $15K | — |
| M&T BANK | 16-0538020 | BUFFALO, NY | BANK | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.