How big is Aeris Insurance Solutions, LLC's plan?

Aeris Insurance Solutions, LLC's plan reported $120K in assets and 4 participants for 2025.

Original filing (PDF)20260331112414NAL0000012194001

Aeris Insurance Solutions, LLC

Name: Aeris Insurance Solutions, LLC — Aeris Insurance, Form 5500 (2025)
Creator: Aeris Insurance Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aeris Insurance Solutions Retirement Plan

401(k) retirement plan · Aeris Insurance Solutions, LLC's Aeris Insurance Solutions Retirement Plan held $120K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

Plan identifiers

Aeris Insurance Solutions, LLC's EIN is 82-3312488.

EIN 82-3312488

Plan number 001

Plan year 2025

ACK ID 20260331112414NAL0000012194001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Aeris Insurance Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Aeris Insurance Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

AERIS INSURANCE SOLUTIONS, LLC

EIN

all filings

Address

11863 W. 112TH STREET · SUITE 105 · OVERLAND PARK, KS · 66210

Phone

(844) 422-0023

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator