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Sponsor portfolio

AION MANAGEMENT, LLC

EIN 82-0770916-real estate-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$936K premiums
Participants
1,355
62 WEST 45TH STREET,5TH FLOOR - NEW YORK, NY 10036212-849-9200aionmanagement.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$11.3M - 911 part#501Fully Insured-$936K - 666 lives

Benefits portfolio analytics

1 plan / $936K premiums / 666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$715K
  • Dental$715K
  • Life$200K
  • Short-term disability$200K
  • Long-term disability$200K
  • Other$200K
  • +1 more
Total $936K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • HARTFORD LIFE AND ACCIDENT21%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $936K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • RSC INSURANCE BROKERAGE INC57%
  • HOLMES MURPHY & ASSOCIATES22%
  • FAIRMONT BENEFITS, INC.10%
  • FAIRMOUNT BENEFITS INC6%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
Total $176K5 slices

Plan deep-dives

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

AION MANAGEMENT, LLC 401(K) RETIREMENT PLAN

401k

Assets$11.3M
Participants911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AION MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$936K
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AION MANAGEMENT, LLC 401(K) RETIREMENT PLAN401k$11.3M9112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AION MANAGEMENT, LLC EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$936K6662025
Retirement plans
Welfare plans
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