Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$90K
- Long-term disability$90K
- Other$90K
- Vision$12K
Sponsor portfolio
AMERICAN ENTERPRISE INSTITUTE
EIN 53-0218495think tanksLatest filing 2025
Plans
2
Retirement
1
$100.3M assets
Welfare
1
$103K premiums
Participants
1,059
1789 MASSACHUSETTS AVENUE NW - WASHINGTON, DC 20036202-862-5800aei.orgLinkedIn51-200 employeesthink tanks
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $103K premiums / 292 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY88%
- VISION SERVICE PLAN12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
403b
Assets$100.3M
Participants759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
AMERICAN ENTERPRISE INSTITUTE EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$103K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | 403b | $100.3M | 759 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AMERICAN ENTERPRISE INSTITUTE EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $103K | 292 | 2025 |
Retirement plans
Welfare plans