Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AABR, INC.
EIN 13-1968035individual & family servicesLatest filing 2025
Plans
4
Retirement
2
$22.2M assets
Welfare
2
$2.0M premiums
Participants
1,428
15-08 COLLEGE POINT BOULEVARD - COLLEGE POINT, NY 11356718-321-3800aabr.orgLinkedIn501-1000 employeesindividual & family services
Retirement portfolio analytics
2 plans aggregated / $22.2M assets / 1,213 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.0M premiums / 298 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AABR, INC. 403(B) THRIFT PLAN
403b
Assets$12.8M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AABR, INC. PENSION PLAN
TraditionalDB
Assets$9.3M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AABR WELFARE BENEFIT PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$2.0M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
AABR HEALTH REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AABR, INC. 403(B) THRIFT PLAN | 403b | $12.8M | 776 | 2025 | |
| 001 | AABR, INC. PENSION PLAN | TraditionalDB | $9.3M | 437 | 2025 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans