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
Sponsor portfolio
AUTO INVESTMENT INC.
EIN 13-3446196financial servicesLatest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$895K premiums
Participants
966
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $895K premiums / 412 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- LLOYDS OF LONDON56%
- UNITED OF OMAHA LIFE INSURANCE COMPANY40%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
100%top
- VALENT GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
AUTO INVESTMENT, INC. 401(K) PLAN
ProfitSharing
Assets$27.3M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AUTO INVESTMENT INC. EMPLOYEE BENEFITS PLAN
Mixed - LLOYDS
Premiums$895K
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | AUTO INVESTMENT, INC. 401(K) PLAN | ProfitSharing | $27.3M | 550 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AUTO INVESTMENT INC. EMPLOYEE BENEFITS PLAN | Mixed | LLOYDS | $895K | 412 | 2025 |
Retirement plans
Welfare plans