Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Life$95K
- Short-term disability$95K
- Long-term disability$95K
- Other$95K
- +2 more
Sponsor portfolio
SB AUTOMOTIVE LLLP SANTA BARBARA AUTO GROUP
EIN 20-0772500Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.3M premiums
Participants
412
402 SOUTH HOPE AVENUE - SANTA BARBARA, CA 93105805-682-2000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 197 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- CALIFORNIA PHYSICIANS SERVICE68%
- KAISER FOUNDATION HEALTH PLAN INC18%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
85%top
- EDGEWOOD PARTNERS INSURANCE CENTER85%
- SYNERGY ENROLLMENT & BENEFITS LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SANTA BARBARA AUTO GROUP 401(K) PLAN
401k
Assets$10.0M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SANTA BARBARA AUTO GROUP WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICES
Premiums$1.3M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA BARBARA AUTO GROUP 401(K) PLAN | 401k | $10.0M | 215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SANTA BARBARA AUTO GROUP WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICES | $1.3M | 197 | 2025 |
Retirement plans
Welfare plans