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  2. RUBIO'S RESTAURANT GROUP, LLC
Sponsor portfolio

RUBIO'S RESTAURANT GROUP, LLC

EIN 99-2131411-restaurants-Latest filing 2024
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$2.3M premiums
Participants
1,573
6021 INNOVATION WAY STE 210 - CARLSBAD, CA 920091787rubios.comLinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filings
#002401k-$10.4M - 1,573 part#501Mixed-$2.3M - 189 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Long-term disability$62K
  • Life$53K
  • Other$38K
  • Short-term disability$21K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $129K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RUBIO'S RESTAURANT GROUP, LLC 401 (K) PLAN

401k

Assets$10.4M
Participants1,573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUBIO'S RESTAURANTS, INC. HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RUBIO'S RESTAURANT GROUP, LLC 401 (K) PLAN401k$10.4M1,5732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUBIO'S RESTAURANTS, INC. HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$2.3M1892024
Retirement plans
Welfare plans
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