Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$312K
- Other$125K
- Dental$57K
- Life$27K
- Short-term disability$21K
- Long-term disability$17K
- +1 more
Sponsor portfolio
PROACTIVE DEALER SOLUTIONS, LLC
EIN 20-5136220automotiveLatest filing 2024
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$475K premiums
Participants
291
12125 HERBERT WAYNE COURT SUITE 150 - HUNTERSVILLE, NC 28078704-896-1447bdcexperts.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $475K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- HM LIFE INSURANCE COMPANY65%
- UNITED OF OMAHA LIFE INSURANCE COMPANY34%
- EVEREST REINSURANCE COMPANY0%
- TELADOC0%
Broker market share
Schedule A broker compensation
44%top
- IRONWOOD BENEFITS ADVISORY SERVICES44%
- MARSH & MCLENNAN AGENCY LLC38%
- SHEALY BENEFITS SERVICES INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN
401k
Assets$1.8M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROACTIVE DEALER SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN (501)
Fully Insured - HM LIFE INSURANCE COMPANY
Premiums$475K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROACTIVE DEALER SOLUTIONS, LLC 401(K) PLAN | 401k | $1.8M | 155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROACTIVE DEALER SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN (501) | Fully Insured | HM LIFE INSURANCE COMPANY | $475K | 136 | 2024 |
Retirement plans
Welfare plans