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Sponsor portfolio

LORINN WILLIAMS AUTO GROUP

EIN 20-2016880-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$1.7M premiums
Participants
457
600 OHIO PIKE - CINCINNATI, OH 45245513-752-6611
Plans on this EIN
2 filings
#002401k-$7.2M - 312 part#501Fully Insured-$1.7M - 359 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$159K
  • Life$129K
  • Short-term disability$129K
  • Long-term disability$129K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • HUMANA INSURANCE COMPANY1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • WATCHTOWER BENEFITS, LLC2%
  • STEELE INSURANCE1%
  • C2 CENTRIC LLC0%
Total $91K4 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

DMS 401(K) PLAN

401k

Assets$7.2M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LORINN WILLIAMS AUTO GROUP DBA DEALER MANAGEMENT SERVICES, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DMS 401(K) PLAN401k$7.2M3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LORINN WILLIAMS AUTO GROUP DBA DEALER MANAGEMENT SERVICES, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M3592025
Retirement plans
Welfare plans
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