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Sponsor portfolio

DAVIDSON AUTOMOTIVE GROUP

EIN 16-1230125-accounting-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$1.3M premiums
Participants
544
5871 ROME-TABERG RD - ROME, NY 13442315-337-2440davidsonchevrolet.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#002401k-$17.0M - 429 part#501Fully Insured-$1.3M - 318 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$76K
  • Vision$76K
  • Other$8K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • ESI EMPLOYEE ASSISTANCE GROUP1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ROBERT G. RELPH AGENCY, INC.93%
  • GCG FINANCIAL LLC6%
  • RELPH ROBERT G AGENCY INC1%
Total $59K3 slices

Plan deep-dives

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

DAVIDSON GROUP, INC. 401(K) PLAN

401k

Assets$17.0M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVIDSON AUTOMOTIVE GROUP

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.3M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVIDSON GROUP, INC. 401(K) PLAN401k$17.0M4292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVIDSON AUTOMOTIVE GROUPFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.3M3182025
Retirement plans
Welfare plans
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