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Sponsor portfolio

AERIES ENTERPRISES, LLC

EIN 20-0665156-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$71K premiums
Participants
482
400 112TH AVE NE, #240 - BELLEVUE, WA 98004425-739-9997aeriesllc.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$17.0M - 379 part#501Fully Insured-$71K - 103 lives

Benefits portfolio analytics

1 plan / $71K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$51K
  • Other$51K
  • Long-term disability$16K
  • Short-term disability$4K
Total $71K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFIT ADMINISTRATION COMPANY LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AERIES ENTERPRISES, LLC EMPLOYEES 401(K) SAVINGS PLAN

401k

Assets$17.0M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AERIES ENTERPRISES, LLC GROUP LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$71K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AERIES ENTERPRISES, LLC EMPLOYEES 401(K) SAVINGS PLAN401k$17.0M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AERIES ENTERPRISES, LLC GROUP LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$71K1032025
Retirement plans
Welfare plans
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