Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Life$444K
- Long-term disability$223K
- Dental$220K
- Other$220K
- Vision$32K
Sponsor portfolio
ARIEL INVESTMENTS, LLC
EIN 02-0712418financial servicesLatest filing 2025
Plans
2
Retirement
1
$50.4M assets
Welfare
1
$3.5M premiums
Participants
352
200 EAST RANDOLPH STREET, SUITE 2900 - CHICAGO, IL 60601312-612-2767arielinvestments.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 459 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARIEL INVESTMENTS, LLC EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST
401k
Assets$50.4M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ARIEL INVESTMENTS, LLC HEALTH & WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$3.5M
Covered lives459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARIEL INVESTMENTS, LLC EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST | 401k | $50.4M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ARIEL INVESTMENTS, LLC HEALTH & WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $3.5M | 459 | 2025 |
Retirement plans
Welfare plans