Form 5500 · Employee benefit plan · BETHESDA, MD
AUBERGE RESORTS, LLC
AUBERGE RESORTS, LLC of BETHESDA, MD insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-6526241 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 1,841 people.
Reported premium across the insured contracts is $14,586,305, with $359,125 in disclosed broker commissions — about 2.5% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in August — the plan is on a split renewal cycle.
LOCKTON COMPANIES, LLC is the broker of record on 8 of the 9 contracts; the rest name a different broker or none.
6 carriers appear on the filing — AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., LINCOLN NATIONAL LIFE INSURANCE COMPANY and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY among them — with AETNA LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 1,841 | December | $11,815,860 | $192,034 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 275 | December | $2,215,245 | $90,627 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 3,158 | December | $243,328 | $36,499 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 151 | December | $111,569 | $16,735 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 353 | December | $40,131 | $8,027 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 150 | December | $39,366 | $7,873 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 295 | December | $97,217 | $5,110 |
| ARAG INSURANCE COMPANY | — | 154 | December | $20,130 | $2,220 |
| ACE AMERICAN INSURANCE COMPANY | — | 3,217 | August | $3,459 | $0 |
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