Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$278K
- Vision$278K
- Short-term disability$233K
- Long-term disability$233K
- Life$151K
- Other$61K
Sponsor portfolio
AEA INVESTORS LP
EIN 59-3761840financial servicesLatest filing 2025
Plans
2
Retirement
1
$114.3M assets
Welfare
1
$723K premiums
Participants
461
520 MADISON AVENUE, 40TH FL - NEW YORK, NY 10022646-300-7625aeainvestors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $723K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA53%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- ZURICH AMERICAN INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
56%top
- TERRENCE F SLOANE56%
- ASSUREDPARTNERS34%
- THE SLOANE AGENCY9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AEA INVESTORS LP 401(K) SAVINGS PLAN
401k
Assets$114.3M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AEA INVESTORS LP EMPLOYEE BENEFITS PLAN
Mixed - GUARDIAN
Premiums$723K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AEA INVESTORS LP 401(K) SAVINGS PLAN | 401k | $114.3M | 286 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AEA INVESTORS LP EMPLOYEE BENEFITS PLAN | Mixed | GUARDIAN | $723K | 181 | 2025 |
Retirement plans
Welfare plans