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Sponsor portfolioTH

THE ASPEN INSTITUTE

EIN 84-0399006-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$219.1M assets
Welfare
1
$623K premiums
Participants
1,937
2300 N STREET, NW, SUITE 700 - WASHINGTON, DC 200370000202-736-5842aspeninstitute.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$219.1M - 1,368 part#501Mixed-$623K - 553 lives

Benefits portfolio analytics

1 plan / $623K premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$263K
  • Life$225K
  • Long-term disability$212K
  • Vision$74K
Total $623K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY70%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $623K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $90K1 slice

Plan deep-dives

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

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF THE ASPEN INST.

403b

Assets$219.1M
Participants1,368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ASPEN INSTITUTE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$623K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF THE ASPEN INST.403b$219.1M1,3682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ASPEN INSTITUTE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$623K5532025
Retirement plans
Welfare plans
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