Plan Ledger DOL Form 5500 · updated monthly

Associated Universities, Inc.benefits

Aui Employee Welfare Benefit Plan · VIENNA, VA · plan year 2025

Previously filed as Associated Universities Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$15,003

Associated Universities, Inc.'s benefits plans covered 615 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $15,003 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $24 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 24% from $19,829 in 2024.

Insurance contracts · 20255
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 597 covered
ANTHEM HEALTH PLANS OF VIRGINIA, INC. · visionpremiums n/a · 2,038 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 596 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 615 covered
DELAWARE AMERICAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 13 covered
Brokers & agents paid · 20252
MERCER HEALTH AND BENEFITS, LLC$13,202 · incl $8,215 fees
LOCKTON COMPANIES, LLC$1,801 · incl $146 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 111630900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.