Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$831K
- Dental$80K
- Life$16K
- Other$16K
Sponsor portfolio
FORD STORE MORGAN HILL
EIN 05-0610121automotiveLatest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$928K premiums
Participants
233
17045 CONDIT ROAD - MORGAN HILL, CA 95037408-782-8201fordstoremorganhill.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $928K premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
78%top
- EDGEWOOD PARTNERS INSURANCE CENTER78%
- BEERE & PURVES INC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE FORD STORE MORGAN HILL 401(K) PLAN & TRUST
401k
Assets$3.2M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE FORD STORE MORGAN HILL HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$928K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE FORD STORE MORGAN HILL 401(K) PLAN & TRUST | 401k | $3.2M | 124 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE FORD STORE MORGAN HILL HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $928K | 142 | 2025 |
Retirement plans
Welfare plans