How big is AIMS Insurance Program Managers, Inc.'s plan?

AIMS Insurance Program Managers, Inc.'s plan reported $1.3M in assets and 16 participants for 2023.

Original filing (PDF)20240715174307NAL0001016003001

AIMS Insurance Program Managers, Inc.

Name: AIMS Insurance Program Managers, Inc. — AIMS 401(k), Form 5500 (2023)
Creator: AIMS Insurance Program Managers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AIMS 401(k) Profit Sharing Plan

401(k) retirement plan · AIMS Insurance Program Managers, Inc.'s AIMS 401(k) Profit Sharing Plan held $1.3M in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

AIMS Insurance Program Managers, Inc.'s EIN is 68-0547438.

EIN 68-0547438

Plan number 001

Plan year 2023

ACK ID 20240715174307NAL0001016003001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AIMS Insurance Program Managers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AIMS Insurance Program Managers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

AIMS INSURANCE PROGRAM MANAGERS, INC.

EIN

all filings

Address

6900 E. CAMELBACK ROAD, SUITE 1005 · SCOTTSDALE, AZ · 85258

Phone

(602) 635-4840

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator