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  2. AUBREY SILVEY ENTERPRISES, INC.
Sponsor portfolio

AUBREY SILVEY ENTERPRISES, INC.

EIN 58-1098798-construction-Latest filing 2024
Plans
4
Retirement
2
$295.9M assets
Welfare
2
$442K premiums
Participants
2,566
371 HAMP JONES ROAD - CARROLLTON, GA 30117770-834-0738silvey.comLinkedIn201-500 employeesconstruction
Plans on this EIN
4 filings
#001ESOP-$281.4M - 553 part#003401k-$14.5M - 857 part#501Self Funded-$379K - 1,084 lives#502Fully Insured-$63K - 578 lives

Retirement portfolio analytics

2 plans aggregated / $295.9M assets / 1,410 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • EMPLOYEE STOCK OWNERSHIP (#001)95%
  • ENTERPRISES, INC. 401(K) (#003)5%
Total $295.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTERPRISES, INC. 401(K) (#003)857
  • EMPLOYEE STOCK OWNERSHIP (#001)553
Total 1,410Click row to drill in

Benefits portfolio analytics

2 plans / $442K premiums / 1,662 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$379K
  • Vision$379K
  • Stop-loss$379K
  • Life$63K
  • Short-term disability$63K
  • Long-term disability$63K
Total $442K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • ANTHEM LIFE INSURANCE COMPANY14%
Total $442K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AUBREY SILVEY ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$281.4M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AUBREY SILVEY ENTERPRISES, INC. 401(K) PLAN

401k

Assets$14.5M
Participants857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUBREY SILVEY ENTERPRISES INC HEALTH BENEFIT PROGRAM

Self Funded - CIGNA HEALTH AND LIFE INSURANCE CO

Premiums$379K
Covered lives1,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AUBREY SILVEY ENTERPRISES INC LIFE ACCIDENT AND DISABILITY INSURANCE PLAN

Fully Insured - GREATER GEORGIA LIFE INSURANCE COMPAN

Premiums$63K
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AUBREY SILVEY ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$281.4M5532024
003AUBREY SILVEY ENTERPRISES, INC. 401(K) PLAN401k$14.5M8572024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUBREY SILVEY ENTERPRISES INC HEALTH BENEFIT PROGRAMSelf FundedCIGNA HEALTH AND LIFE INSURANCE CO$379K1,0842024
502AUBREY SILVEY ENTERPRISES INC LIFE ACCIDENT AND DISABILITY INSURANCE PLANFully InsuredGREATER GEORGIA LIFE INSURANCE COMPAN$63K5782024
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