Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$501K
- Other$184K
- Short-term disability$123K
- Long-term disability$121K
- Life$112K
- Vision$37K
Filings through .
Auto Investment, Inc.
EIN 13-3446196financial servicesLatest filing 2025
Plans
2
Retirement
1
$31.8M assets
Health & Benefits
1
$895K premiums
Participants
928
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $895K premiums / 412 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
AUTO INVESTMENT, INC. 401(K) PLAN
Profit-sharing
Assets$31.8M
Participants512
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
AUTO INVESTMENT INC. EMPLOYEE BENEFITS PLAN
Mixed - LLOYDS
Premiums$895K
Covered lives412
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | AUTO INVESTMENT, INC. 401(K) PLAN | Profit-sharing | $31.8M | 512 | 2025 |
- #004 · Profit-sharing · 2025512
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AUTO INVESTMENT INC. EMPLOYEE BENEFITS PLAN | Mixed | LLOYDS | $895K | 412 | 2025 |
- #501 · Mixed · LLOYDS · 2025412
Retirement plans
Health & Benefits plans