The Aspen Institute
Overview
The Aspen Institute sponsors a self-funded health plan that covered 553 participants in plan year 2025, up 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 553 · prior year 536
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Aspen Institute Benefit Plan, plan 501 (553 participants)
- Broker compensation
- $90K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Long-term disability, Life | 553 | $437K | $58K |
| Cigna Health and Life Insurance Company | Accidental Injury, Critical Illness | 231 | $96K | $27K |
| Vision Service Plan | Vision | 437 | $74K | $2K |
| Unum Life Insurance Company of America | Long Term Care | 453 | $14K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 553 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- The Aspen Institute
- Sponsor EIN
- 84-0399006
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 84-0399006 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.
- Type
- Defined contribution plan
- Participants
- 1,368
About this data
Source: The Aspen Institute's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with The Aspen Institute.