American Institute for Cpcu
Plan context: American Institute for Cpcu Savings Plan
EIN 23-1352012 • Malvern, PA • 71 filings • 20 plans
Current Snapshot
Latest Year
2024
2024 Participants
252
2024 Assets
$81,040,674
2024 Contributions
$6,334,545
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 252 | $81,040,674 | $6,334,545 | $25,137iApproximate average salary by contribution assumption: employee only about $628,427 at 4% or $418,951 at 6%; with 50% employer match about $418,951 at 4% or $279,301 at 6%; with 100% employer match about $314,214 at 4% or $209,476 at 6%. |
| American Institute for Cpcu Savings Plan | - | 252 | $81,040,674 | $6,334,545 | $25,137iApproximate average salary by contribution assumption: employee only about $628,427 at 4% or $418,951 at 6%; with 50% employer match about $418,951 at 4% or $279,301 at 6%; with 100% employer match about $314,214 at 4% or $209,476 at 6%. |
| 2023 | 2 | 363 | $74,032,948 | $5,408,734 | $14,900iApproximate average salary by contribution assumption: employee only about $372,502 at 4% or $248,335 at 6%; with 50% employer match about $248,335 at 4% or $165,557 at 6%; with 100% employer match about $186,251 at 4% or $124,167 at 6%. |
| American Institute for Cpcu Savings Plan | - | 285 | $74,032,948 | $5,408,734 | $18,978iApproximate average salary by contribution assumption: employee only about $474,450 at 4% or $316,300 at 6%; with 50% employer match about $316,300 at 4% or $210,867 at 6%; with 100% employer match about $237,225 at 4% or $158,150 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 363 | - | - | - |
| 2022 | 2 | 338 | $61,540,045 | $4,853,838 | $14,360iApproximate average salary by contribution assumption: employee only about $359,012 at 4% or $239,341 at 6%; with 50% employer match about $239,341 at 4% or $159,561 at 6%; with 100% employer match about $179,506 at 4% or $119,671 at 6%. |
| American Institute for Cpcu Savings Plan | - | 265 | $61,540,045 | $4,853,838 | $18,316iApproximate average salary by contribution assumption: employee only about $457,909 at 4% or $305,273 at 6%; with 50% employer match about $305,273 at 4% or $203,515 at 6%; with 100% employer match about $228,955 at 4% or $152,636 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 338 | - | - | - |
| 2021 | 2 | 285 | $73,659,544 | $6,222,889 | $21,835iApproximate average salary by contribution assumption: employee only about $545,867 at 4% or $363,912 at 6%; with 50% employer match about $363,912 at 4% or $242,608 at 6%; with 100% employer match about $272,934 at 4% or $181,956 at 6%. |
| American Institute for Cpcu Savings Plan | - | 285 | $73,659,544 | $6,222,889 | $21,835iApproximate average salary by contribution assumption: employee only about $545,867 at 4% or $363,912 at 6%; with 50% employer match about $363,912 at 4% or $242,608 at 6%; with 100% employer match about $272,934 at 4% or $181,956 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 242 | - | - | - |
| 2020 | 2 | 333 | $66,292,825 | $5,672,245 | $17,034iApproximate average salary by contribution assumption: employee only about $425,844 at 4% or $283,896 at 6%; with 50% employer match about $283,896 at 4% or $189,264 at 6%; with 100% employer match about $212,922 at 4% or $141,948 at 6%. |
| American Institute for Cpcu Savings Plan | - | 333 | $66,292,825 | $5,672,245 | $17,034iApproximate average salary by contribution assumption: employee only about $425,844 at 4% or $283,896 at 6%; with 50% employer match about $283,896 at 4% or $189,264 at 6%; with 100% employer match about $212,922 at 4% or $141,948 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 204 | - | - | - |
| 2019 | 2 | 238 | $58,986,822 | $3,690,669 | $15,507iApproximate average salary by contribution assumption: employee only about $387,675 at 4% or $258,450 at 6%; with 50% employer match about $258,450 at 4% or $172,300 at 6%; with 100% employer match about $193,838 at 4% or $129,225 at 6%. |
| American Institute for Cpcu Savings Plan | - | 238 | $58,986,822 | $3,690,669 | $15,507iApproximate average salary by contribution assumption: employee only about $387,675 at 4% or $258,450 at 6%; with 50% employer match about $258,450 at 4% or $172,300 at 6%; with 100% employer match about $193,838 at 4% or $129,225 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 210 | - | - | - |
| 2018 | 2 | 258 | $47,177,335 | $3,580,173 | $13,877iApproximate average salary by contribution assumption: employee only about $346,916 at 4% or $231,277 at 6%; with 50% employer match about $231,277 at 4% or $154,185 at 6%; with 100% employer match about $173,458 at 4% or $115,639 at 6%. |
| American Institute for Cpcu Savings Plan | - | 258 | $47,177,335 | $3,580,173 | $13,877iApproximate average salary by contribution assumption: employee only about $346,916 at 4% or $231,277 at 6%; with 50% employer match about $231,277 at 4% or $154,185 at 6%; with 100% employer match about $173,458 at 4% or $115,639 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 209 | - | - | - |
| 2017 | 2 | 218 | $49,559,887 | $3,058,057 | $14,028iApproximate average salary by contribution assumption: employee only about $350,695 at 4% or $233,796 at 6%; with 50% employer match about $233,796 at 4% or $155,864 at 6%; with 100% employer match about $175,347 at 4% or $116,898 at 6%. |
| American Institute for Cpcu Savings Plan | - | 212 | $49,559,887 | $3,058,057 | $14,425iApproximate average salary by contribution assumption: employee only about $360,620 at 4% or $240,413 at 6%; with 50% employer match about $240,413 at 4% or $160,276 at 6%; with 100% employer match about $180,310 at 4% or $120,207 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 218 | - | - | - |
| 2016 | 2 | 232 | $43,394,287 | $2,973,279 | $12,816iApproximate average salary by contribution assumption: employee only about $320,396 at 4% or $213,598 at 6%; with 50% employer match about $213,598 at 4% or $142,398 at 6%; with 100% employer match about $160,198 at 4% or $106,799 at 6%. |
| American Institute for Cpcu Savings Plan | - | 220 | $43,394,287 | $2,973,279 | $13,515iApproximate average salary by contribution assumption: employee only about $337,873 at 4% or $225,248 at 6%; with 50% employer match about $225,248 at 4% or $150,166 at 6%; with 100% employer match about $168,936 at 4% or $112,624 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 232 | - | - | - |
| 2015 | 2 | 230 | $40,268,873 | $2,856,476 | $12,419iApproximate average salary by contribution assumption: employee only about $310,487 at 4% or $206,991 at 6%; with 50% employer match about $206,991 at 4% or $137,994 at 6%; with 100% employer match about $155,243 at 4% or $103,496 at 6%. |
| American Institute for Cpcu Savings Plan | - | 190 | $40,268,873 | $2,856,476 | $15,034iApproximate average salary by contribution assumption: employee only about $375,852 at 4% or $250,568 at 6%; with 50% employer match about $250,568 at 4% or $167,045 at 6%; with 100% employer match about $187,926 at 4% or $125,284 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 230 | - | - | - |
| 2014 | 2 | 335 | $42,217,069 | $2,634,890 | $7,865iApproximate average salary by contribution assumption: employee only about $196,634 at 4% or $131,089 at 6%; with 50% employer match about $131,089 at 4% or $87,393 at 6%; with 100% employer match about $98,317 at 4% or $65,545 at 6%. |
| American Institute for Cpcu Savings Plan | - | 130 | $42,217,069 | $2,634,890 | $20,268iApproximate average salary by contribution assumption: employee only about $506,710 at 4% or $337,806 at 6%; with 50% employer match about $337,806 at 4% or $225,204 at 6%; with 100% employer match about $253,355 at 4% or $168,903 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 335 | - | - | - |
| 2013 | 2 | 326 | $40,249,087 | $2,545,004 | $7,807iApproximate average salary by contribution assumption: employee only about $195,169 at 4% or $130,113 at 6%; with 50% employer match about $130,113 at 4% or $86,742 at 6%; with 100% employer match about $97,585 at 4% or $65,056 at 6%. |
| American Institute for Cpcu Savings Plan | - | 178 | $40,249,087 | $2,545,004 | $14,298iApproximate average salary by contribution assumption: employee only about $357,444 at 4% or $238,296 at 6%; with 50% employer match about $238,296 at 4% or $158,864 at 6%; with 100% employer match about $178,722 at 4% or $119,148 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 326 | - | - | - |
| 2012 | 2 | 313 | $33,354,205 | $4,583,489 | $14,644iApproximate average salary by contribution assumption: employee only about $366,093 at 4% or $244,062 at 6%; with 50% employer match about $244,062 at 4% or $162,708 at 6%; with 100% employer match about $183,047 at 4% or $122,031 at 6%. |
| American Institute for Cpcu Savings Plan | - | 244 | $33,354,205 | $4,583,489 | $18,785iApproximate average salary by contribution assumption: employee only about $469,620 at 4% or $313,080 at 6%; with 50% employer match about $313,080 at 4% or $208,720 at 6%; with 100% employer match about $234,810 at 4% or $156,540 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 313 | - | - | - |
| 2011 | 2 | 234 | $28,513,110 | $2,261,901 | $9,666iApproximate average salary by contribution assumption: employee only about $241,656 at 4% or $161,104 at 6%; with 50% employer match about $161,104 at 4% or $107,403 at 6%; with 100% employer match about $120,828 at 4% or $80,552 at 6%. |
| American Institute for Cpcu Savings Plan | - | 169 | $28,513,110 | $2,261,901 | $13,384iApproximate average salary by contribution assumption: employee only about $334,601 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,534 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 234 | - | - | - |
| 2010 | 3 | 219 | $26,814,961 | $2,091,816 | $9,552iApproximate average salary by contribution assumption: employee only about $238,792 at 4% or $159,195 at 6%; with 50% employer match about $159,195 at 4% or $106,130 at 6%; with 100% employer match about $119,396 at 4% or $79,597 at 6%. |
| American Institute for Cpcu Savings Plan | - | 120 | $26,814,961 | $2,091,816 | $17,432iApproximate average salary by contribution assumption: employee only about $435,795 at 4% or $290,530 at 6%; with 50% employer match about $290,530 at 4% or $193,687 at 6%; with 100% employer match about $217,898 at 4% or $145,265 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 219 | - | - | - |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2009 | 4 | 342 | $24,870,591 | $1,971,773 | $5,765iApproximate average salary by contribution assumption: employee only about $144,135 at 4% or $96,090 at 6%; with 50% employer match about $96,090 at 4% or $64,060 at 6%; with 100% employer match about $72,068 at 4% or $48,045 at 6%. |
| American Institute for Cpcu Savings Plan | - | 120 | $24,870,591 | $1,971,773 | $16,431iApproximate average salary by contribution assumption: employee only about $410,786 at 4% or $273,857 at 6%; with 50% employer match about $273,857 at 4% or $182,572 at 6%; with 100% employer match about $205,393 at 4% or $136,929 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 342 | - | - | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 217 | - | - | - |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | $0 | - | - |
| 2008 | 4 | 324 | $20,778,650 | $10,657,538 | $32,894iApproximate average salary by contribution assumption: employee only about $822,341 at 4% or $548,227 at 6%; with 50% employer match about $548,227 at 4% or $365,485 at 6%; with 100% employer match about $411,170 at 4% or $274,114 at 6%. |
| American Institute for Cpcu Savings Plan | - | 116 | $20,778,650 | $1,477,077 | $12,733iApproximate average salary by contribution assumption: employee only about $318,336 at 4% or $212,224 at 6%; with 50% employer match about $212,224 at 4% or $141,482 at 6%; with 100% employer match about $159,168 at 4% or $106,112 at 6%. |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| AICPCU/IIA BASIC PENSION PLAN | - | 0 | - | $9,180,461 | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 324 | - | - | - |
| 2007 | 4 | 342 | $17,506,931 | $1,916,835 | $5,605iApproximate average salary by contribution assumption: employee only about $140,120 at 4% or $93,413 at 6%; with 50% employer match about $93,413 at 4% or $62,275 at 6%; with 100% employer match about $70,060 at 4% or $46,707 at 6%. |
| AICPCU/IIA BASIC PENSION PLAN | - | 120 | $10,740,176 | $734,712 | $6,123iApproximate average salary by contribution assumption: employee only about $153,065 at 4% or $102,043 at 6%; with 50% employer match about $102,043 at 4% or $68,029 at 6%; with 100% employer match about $76,533 at 4% or $51,022 at 6%. |
| American Institute for Cpcu Savings Plan | - | 128 | $6,766,755 | $1,182,123 | $9,235iApproximate average salary by contribution assumption: employee only about $230,883 at 4% or $153,922 at 6%; with 50% employer match about $153,922 at 4% or $102,615 at 6%; with 100% employer match about $115,442 at 4% or $76,961 at 6%. |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 342 | - | - | - |
| 2006 | 4 | 121 | $15,768,024 | $1,916,763 | $15,841iApproximate average salary by contribution assumption: employee only about $396,025 at 4% or $264,017 at 6%; with 50% employer match about $264,017 at 4% or $176,011 at 6%; with 100% employer match about $198,013 at 4% or $132,008 at 6%. |
| AICPCU/IIA BASIC PENSION PLAN | - | 121 | $10,033,611 | $658,796 | $5,445iApproximate average salary by contribution assumption: employee only about $136,115 at 4% or $90,743 at 6%; with 50% employer match about $90,743 at 4% or $60,496 at 6%; with 100% employer match about $68,057 at 4% or $45,372 at 6%. |
| American Institute for Cpcu Savings Plan | - | 120 | $5,734,413 | $1,257,967 | $10,483iApproximate average salary by contribution assumption: employee only about $262,076 at 4% or $174,718 at 6%; with 50% employer match about $174,718 at 4% or $116,478 at 6%; with 100% employer match about $131,038 at 4% or $87,359 at 6%. |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 120 | - | - | - |
| 2005 | 4 | 132 | $13,229,523 | $1,043,943 | $7,909iApproximate average salary by contribution assumption: employee only about $197,716 at 4% or $131,811 at 6%; with 50% employer match about $131,811 at 4% or $87,874 at 6%; with 100% employer match about $98,858 at 4% or $65,905 at 6%. |
| AICPCU/IIA BASIC PENSION PLAN | - | 124 | $8,653,649 | $727,126 | $5,864iApproximate average salary by contribution assumption: employee only about $146,598 at 4% or $97,732 at 6%; with 50% employer match about $97,732 at 4% or $65,155 at 6%; with 100% employer match about $73,299 at 4% or $48,866 at 6%. |
| American Institute for Cpcu Savings Plan | - | 104 | $4,575,874 | $316,817 | $3,046iApproximate average salary by contribution assumption: employee only about $76,158 at 4% or $50,772 at 6%; with 50% employer match about $50,772 at 4% or $33,848 at 6%; with 100% employer match about $38,079 at 4% or $25,386 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 132 | - | - | - |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2004 | 4 | 139 | $13,717,007 | $942,980 | $6,784iApproximate average salary by contribution assumption: employee only about $169,601 at 4% or $113,067 at 6%; with 50% employer match about $113,067 at 4% or $75,378 at 6%; with 100% employer match about $84,800 at 4% or $56,534 at 6%. |
| AICPCU/IIA BASIC PENSION PLAN | - | 139 | $8,526,730 | $579,225 | $4,167iApproximate average salary by contribution assumption: employee only about $104,177 at 4% or $69,451 at 6%; with 50% employer match about $69,451 at 4% or $46,301 at 6%; with 100% employer match about $52,089 at 4% or $34,726 at 6%. |
| American Institute for Cpcu Savings Plan | - | 123 | $5,190,277 | $363,755 | $2,957iApproximate average salary by contribution assumption: employee only about $73,934 at 4% or $49,289 at 6%; with 50% employer match about $49,289 at 4% or $32,860 at 6%; with 100% employer match about $36,967 at 4% or $24,645 at 6%. |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 127 | - | - | - |
| 2003 | 4 | 167 | $12,298,068 | $977,887 | $5,856iApproximate average salary by contribution assumption: employee only about $146,390 at 4% or $97,594 at 6%; with 50% employer match about $97,594 at 4% or $65,062 at 6%; with 100% employer match about $73,195 at 4% or $48,797 at 6%. |
| AICPCU/INSURANCE INSTITUE OF AMERICA BASIC PENSION PLAN | - | 139 | $7,620,447 | $681,834 | $4,905iApproximate average salary by contribution assumption: employee only about $122,632 at 4% or $81,755 at 6%; with 50% employer match about $81,755 at 4% or $54,503 at 6%; with 100% employer match about $61,316 at 4% or $40,877 at 6%. |
| American Institute for Cpcu Savings Plan | - | 124 | $4,677,621 | $296,053 | $2,388iApproximate average salary by contribution assumption: employee only about $59,688 at 4% or $39,792 at 6%; with 50% employer match about $39,792 at 4% or $26,528 at 6%; with 100% employer match about $29,844 at 4% or $19,896 at 6%. |
| AICPCU/IIA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 167 | - | - | - |
| 2002 | 4 | 127 | $5,645,124 | $223,363 | $1,759iApproximate average salary by contribution assumption: employee only about $43,969 at 4% or $29,313 at 6%; with 50% employer match about $29,313 at 4% or $19,542 at 6%; with 100% employer match about $21,985 at 4% or $14,656 at 6%. |
| AMERICAN INSTITUTE FOR PROPERTY AND LIABILITY UNDERWRITERS PENSION PLAN | - | 125 | $5,645,124 | $223,363 | $1,787iApproximate average salary by contribution assumption: employee only about $44,673 at 4% or $29,782 at 6%; with 50% employer match about $29,782 at 4% or $19,854 at 6%; with 100% employer match about $22,336 at 4% or $14,891 at 6%. |
| AMERICAN INSTITUTE FOR PROPERTY AND LIABILITY UNDERWRITERS TDA PLAN | - | 125 | - | - | - |
| American Institute for Cpcu Savings Plan | - | 105 | - | - | - |
| American Institute for Cpcu Flexible Benefits Plan | - | 127 | - | - | - |
| 2001 | 5 | 188 | $14,441,870 | $610,870 | $3,249iApproximate average salary by contribution assumption: employee only about $81,233 at 4% or $54,155 at 6%; with 50% employer match about $54,155 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,078 at 6%. |
| AMERICAN INSTITUTE FOR PROPERTY AND LIBABILITY UNDERWRITERS PENSION | - | 120 | $7,220,935 | $298,671 | $2,489iApproximate average salary by contribution assumption: employee only about $62,223 at 4% or $41,482 at 6%; with 50% employer match about $41,482 at 4% or $27,655 at 6%; with 100% employer match about $31,112 at 4% or $20,741 at 6%. |
| American Institute for Cpcu Savings Plan | - | 120 | $7,220,935 | $298,671 | $2,489iApproximate average salary by contribution assumption: employee only about $62,223 at 4% or $41,482 at 6%; with 50% employer match about $41,482 at 4% or $27,655 at 6%; with 100% employer match about $31,112 at 4% or $20,741 at 6%. |
| AMERICAN INSTITURE FOR PROPERTY AND LIABILITY UNDERWRITERS- TDA PLAN | - | 188 | - | $6,764 | $36iApproximate average salary by contribution assumption: employee only about $899 at 4% or $600 at 6%; with 50% employer match about $600 at 4% or $400 at 6%; with 100% employer match about $450 at 4% or $300 at 6%. |
| AMERICAN INSTITURE FOR PROPERTY AND LIABILITY UNDERWRITERS - TDA PLAN | - | 188 | - | $6,764 | $36iApproximate average salary by contribution assumption: employee only about $899 at 4% or $600 at 6%; with 50% employer match about $600 at 4% or $400 at 6%; with 100% employer match about $450 at 4% or $300 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 133 | - | - | - |
| 2000 | 4 | 188 | $0 | $305,488 | $1,625iApproximate average salary by contribution assumption: employee only about $40,623 at 4% or $27,082 at 6%; with 50% employer match about $27,082 at 4% or $18,055 at 6%; with 100% employer match about $20,312 at 4% or $13,541 at 6%. |
| AMERICAN INSTITUTE FOR PROPERTY AND LIABILITY UNDERWRITERS - PENSION | - | 128 | - | - | - |
| American Institute for Cpcu Savings Plan | - | 129 | - | $305,488 | $2,368iApproximate average salary by contribution assumption: employee only about $59,203 at 4% or $39,469 at 6%; with 50% employer match about $39,469 at 4% or $26,312 at 6%; with 100% employer match about $29,602 at 4% or $19,734 at 6%. |
| American Institute for Cpcu Flexible Benefits Plan | - | 148 | - | - | - |
| AMERICAN INSTITUTE FOR PROPERTY AND LIABILITY UNDERWRITERS - TDA PLAN | - | 188 | - | - | - |