Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$90K
- Long-term disability$90K
- Other$90K
- Vision$12K
Filings through .
American Enterprise Institute
EIN 53-0218495think tanksLatest filing 2025
Plans
2
Retirement
1
$112.3M assets
Health & Benefits
1
$103K premiums
Participants
1,058
1789 MASSACHUSETTS AVE, NW - WASHINGTON, DC 20036202-862-5800aei.orgLinkedIn51-200 employeesthink tanks
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $103K premiums / 292 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
403(b)
Assets$112.3M
Participants758
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
AMERICAN ENTERPRISE INSTITUTE EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$103K
Covered lives292
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | 403(b) | $112.3M | 758 | 2025 |
- #001 · 403(b) · 2025758
Health & Benefits plans
1 plan on this EIN
| 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 |
- #503 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025292
Retirement plans
Health & Benefits plans