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Form 5500 · Employee benefit plan · NEW YORK, NY

AEA INVESTORS LP

AEA INVESTORS LP of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is TERRENCE F SLOANE. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3761840 · plan 501 · as of Jul 2026

Participants
180
Carriers on file
5
Disclosed commissions
$51,920
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
FIRST UNUM LIFE INSURANCE COMPANYDisability173December$19,989
FIRST UNUM LIFE INSURANCE COMPANYLife173December$11,731
FEDERAL INSURANCE COMPANY181February$7,987
GUARDIANDental, Vision180February$6,953
ZURICH AMERICAN INSURANCE COMPANY114June$5,260

Questions

Who is AEA INVESTORS LP's benefits broker?

Per its most recent Form 5500 Schedule A, AEA INVESTORS LP's broker of record is TERRENCE F SLOANE.

What insurance carrier does AEA INVESTORS LP use?

AEA INVESTORS LP's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does AEA INVESTORS LP's group plan renew?

The most recent Schedule A policy period for AEA INVESTORS LP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AEA INVESTORS LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.