Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AARETE, INC.
EIN 82-4403675management consultingLatest filing 2024
Plans
3
Retirement
2
$147.3M assets
Welfare
1
$2.8M premiums
Participants
968
200 E RANDOLPH, SUITE 3010 - CHICAGO, IL 606016541773-793-1595aarete.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $147.3M assets / 642 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 436 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$2.6M
- Vision$228K
- Life$228K
- Short-term disability$228K
- Long-term disability$228K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DEARBORN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AARETE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$116.3M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AARETE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$31.0M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AARETE WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.8M
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AARETE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $116.3M | 264 | 2024 | |
| 001 | AARETE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $31.0M | 378 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AARETE WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.8M | 436 | 2024 |
Retirement plans
Welfare plans