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Sponsor portfolioWelfare / HealthEIN 59-3761840

AEA INVESTORS LP

520 MADISON AVENUE · NEW YORK, NY 10022
2127021372
Plans filed
1
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$723K
No prior year
Persons covered
181
No prior year
Total participants
175
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$723K
AEA INVESTORS LP EMPLOYEE BENEFITS PLAN
Mixed181 covered·4 carriers
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$278K22.5%
Vision$278K22.5%
Short-term disability$233K18.9%
Long-term disability$233K18.9%
Life$151K12.2%
Other$61K4.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTD
$384K53.1%12173
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$278K38.5%11180
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$40K5.5%11181
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$21K2.9%11114

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TERRENCE F SLOANENEW ROCHELLE, NYFIRST UNUM LIFE INSURANCE COMPANY$32K$0$32K56.2%1
ASSUREDPARTNERSWHITE PLAINS, NYGUARDIAN, FEDERAL INSURANCE COMPANY$15K$5K$19K34.5%1
THE SLOANE AGENCYNEW ROCHELLE, NYZURICH AMERICAN INSURANCE COMPANY$5K$0$5K9.3%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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