Form 5500 · Employee benefit plan · WASHINGTON, DC
AMERICAN ENTERPRISE INSTITUTE
AMERICAN ENTERPRISE INSTITUTE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 53-0218495 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 297 | December | $0 |
| VISION SERVICE PLAN | Vision | 97 | December | $-37 |
Questions
Who is AMERICAN ENTERPRISE INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, AMERICAN ENTERPRISE INSTITUTE's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does AMERICAN ENTERPRISE INSTITUTE use?
AMERICAN ENTERPRISE INSTITUTE's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does AMERICAN ENTERPRISE INSTITUTE's group plan renew?
The most recent Schedule A policy period for AMERICAN ENTERPRISE INSTITUTE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AMERICAN ENTERPRISE INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.