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  1. Companies/
  2. Nerol, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Nerol, Inc.

EIN 82-4403675-management consulting-Latest filing 2025
Plans
3
Retirement
2
$93.5M assets
Health & Benefits
1
$2.8M premiums
Participants
993
200 E RANDOLPH, SUITE 3010 - CHICAGO, IL 60601773-793-1595aarete.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#001401(k)-$60.5M - 414 part#002ESOP-$33.0M - 253 part#502Fully insured-$2.8M - 436 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $93.5M assets / 667 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$60.5M
  • EMPLOYEE STOCK OWNERSHIP (#002)$33.0M
Total $93.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)414
  • EMPLOYEE STOCK OWNERSHIP (#002)253
Total 667Select a row to open it

Benefits portfolio analytics

1 plan / $2.8M premiums / 436 covered lives

Coverage 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
Total $2.8M7 rows
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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

AARETE LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$60.5M
Participants414
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AARETE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$33.0M
Participants253
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

AARETE WELFARE BENEFITS PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.8M
Covered lives436
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AARETE LLC 401(K) PROFIT SHARING PLAN401(k)$60.5M4142025
#002AARETE EMPLOYEE STOCK OWNERSHIP PLANESOP$33.0M2532025
  • AARETE LLC 401(K) PROFIT SHARING PLAN$60.5M
    #001 · 401(k) · 2025414
  • AARETE EMPLOYEE STOCK OWNERSHIP PLAN$33.0M
    #002 · ESOP · 2025253

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502AARETE WELFARE BENEFITS PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$2.8M4362024
  • AARETE WELFARE BENEFITS PLAN$2.8M
    #502 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2024436
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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