Assets by plan
Share of aggregate retirement assets
Filings through .
Aabr, Inc.
EIN 13-1968035individual & family servicesLatest filing 2025
Plans
4
Retirement
2
$22.2M assets
Health & Benefits
2
$2.0M premiums
Participants
1,428
15-08 COLLEGE POINT BOULEVARD - COLLEGE POINT, NY 11356718-321-3800aabr.orgLinkedIn501-1000 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $22.2M assets / 1,213 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.0M premiums / 298 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Life$51K
- Long-term disability$51K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
AABR, INC. 403(B) THRIFT PLAN
403(b)
Assets$12.8M
Participants776
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
AABR, INC. PENSION PLAN
Traditional DB
Assets$9.3M
Participants437
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AABR WELFARE BENEFIT PLAN
Fully insured - ANTHEM BLUE CROSS
Premiums$2.0M
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
AABR HEALTH REIMBURSEMENT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AABR, INC. 403(B) THRIFT PLAN | 403(b) | $12.8M | 776 | 2025 |
| #001 | AABR, INC. PENSION PLAN | Traditional DB | $9.3M | 437 | 2025 |
- #002 · 403(b) · 2025776
- #001 · Traditional DB · 2025437
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AABR WELFARE BENEFIT PLAN | Fully insured | ANTHEM BLUE CROSS | $2.0M | 298 | 2025 |
| #502 | AABR HEALTH REIMBURSEMENT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · ANTHEM BLUE CROSS · 2025298
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans