Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$992K
- Vision$992K
- Life$43K
- Other$43K
Sponsor portfolio
AUBREYS, INC.
EIN 62-1481814Accommodation and Food ServicesLatest filing 2025
Plans
3
Retirement
1
$2.5M assets
Welfare
2
$2.0M premiums
Participants
547
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.0M premiums / 684 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- COMPANION LIFE INSURANCE COMPANY3%
- HARTFORD LIFE AND ACCIDENT2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
82%top
- RICK METZELDER82%
- THE BALDWIN GROUP WEST LLC13%
- GROUP INSURANCE SERVICES INC4%
- SUSAN FONTANA FLYNN1%
- CBIZ BENEFITS & INSURANCE SERVICES1%
- +3 more
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'S, INC. 401(K) PLAN
401k
Assets$2.5M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
AUBREYS, INC. BURLESON BRANDS HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC
Premiums$1.1M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
AUBREYS, INC. - MANAGEMENT
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC
Premiums$953K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AUBREY'S, INC. 401(K) PLAN | 401k | $2.5M | 122 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AUBREYS, INC. BURLESON BRANDS HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC | $1.1M | 359 | 2025 | |
| 501 | AUBREYS, INC. - MANAGEMENT | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC | $953K | 325 | 2024 |
Retirement plans
Welfare plans