Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
AEON
EIN 41-1558711real estateLatest filing 2025
Plans
3
Retirement
2
$16.4M assets
Welfare
1
$2.3M premiums
Participants
782
901 N. 3RD STREET STE 150 - MINNEAPOLIS, MN 55401612-746-4855aeon.orgLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $16.4M assets / 554 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 259 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.3M
- Health$2.1M
- Dental$2.1M
- Prescription drug$2.1M
- Life$183K
- Short-term disability$183K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- HEALTHPARTNERS INSURANCE COMPANY92%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AEON 403(B) PLAN
403b
Assets$9.1M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AEON 403(B) PLAN
403b
Assets$7.3M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AEON HEALTH AND WELFARE PLAN
Fully Insured - HEALTHPARTNERS, INC.
Premiums$2.3M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AEON 403(B) PLAN | 403b | $9.1M | 272 | 2025 | |
| 002 | AEON 403(B) PLAN | 403b | $7.3M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AEON HEALTH AND WELFARE PLAN | Fully Insured | HEALTHPARTNERS, INC. | $2.3M | 259 | 2025 |
Retirement plans
Welfare plans