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Sponsor portfolio

AUDUBON COMPANIES, LLC

EIN 72-1387543-Latest filing 2025
Plans
2
Retirement
1
$111.3M assets
Welfare
1
$1.5M premiums
Participants
2,741
3505 WEST SAM HOUSTON PARKWAY NORTH, SUITE 150 - HOUSTON, TX 77043281-669-0590
Plans on this EIN
2 filings
#001401k-$111.3M - 1,629 part#501Mixed-$1.5M - 4,639 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 4,639 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Vision$169K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $243K2 slices

Plan deep-dives

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

AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST

401k

Assets$111.3M
Participants1,629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUDUBON ENGINEERING COMPANY, LLC HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives4,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST401k$111.3M1,6292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUDUBON ENGINEERING COMPANY, LLC HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.5M4,6392025
Retirement plans
Welfare plans
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