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Form 5500 · Employee benefit plan · CHICAGO, IL

ARIEL INVESTMENTS, LLC

ARIEL INVESTMENTS, LLC of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 3 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 02-0712418 · plan 501 · as of Jul 2026

Participants
142
Carriers on file
4
Disclosed commissions
$134,856
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF ILLINOISHealth353December$116,686
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability130December$9,884
METROPOLITAN LIFE INSURANCE COMPANYDental, Life459December$6,834
VISION SERVICE PLANVision142December$1,452

Questions

Who is ARIEL INVESTMENTS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ARIEL INVESTMENTS, LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does ARIEL INVESTMENTS, LLC use?

ARIEL INVESTMENTS, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 4 disclosed carriers.

When does ARIEL INVESTMENTS, LLC's group plan renew?

The most recent Schedule A policy period for ARIEL INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ARIEL INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.