# Aaaa Group Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/aaaa-group-insurance-trust-133685892-501

> Aaaa Group Insurance Trust's Health & Welfare plan: 2,210 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Aaaa Group Insurance Trust

- **Sponsor EIN:** 133685892

- **Sponsor Address:** 307 WEST TREMONT AVENUE, SUITE 200, CHARLOTTE, NC, 282034902

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,210

- **Total Assets:** $399,932

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2,210|$399,932|$0|$0|

| 2024|2,672|$397,891|$0|$1.7M|

| 2023|2,420|$387,990|$0|$1.7M|

| 2022|2,643|$353,455|$0|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AAAA BENEFITS, INC|Other Service Provider|$252,651|—|$252,651|

| GRANT THORNTON, LLP|Auditor|$27,632|—|$27,632|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $280,283

- **Estimated Expense Ratio:** 70.083% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$1,710,283|—|$252,651|—|—|

| 2024|$287,347|—|$253,749|—|—|

| 2023|$311,378|—|$253,598|—|—|

| 2022|$305,131|—|$252,588|—|—|

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