PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ANDY MOHR AUTOMOTIVE GROUP, INC.
Sponsor portfolio

ANDY MOHR AUTOMOTIVE GROUP, INC.

EIN 20-8324241-automotive-Latest filing 2025
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$915K premiums
Participants
2,214
2733 EAST MAIN STREET - PLAINFIELD, IN 46168317-279-7100andymohr.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$36.2M - 1,421 part#501Fully Insured-$915K - 939 lives

Benefits portfolio analytics

1 plan / $915K premiums / 939 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$915K
  • Dental$618K
  • Vision$618K
  • Life$618K
  • Long-term disability$618K
  • Short-term disability$297K
Total $915K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA68%
  • AFLAC32%
  • EHEALTH0%
Total $915K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MJ INSURANCE57%
  • JAY C. NEWLIN15%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
  • WARREN REID HAVENOR6%
  • ROBERT W BURGETT3%
  • +3 more
Total $123K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANDY MOHR AUTOMOTIVE 401(K) PLAN

401k

Assets$36.2M
Participants1,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANDY MOHR AUTOMOTIVE GROUP, INC. WELFARE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$915K
Covered lives939
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANDY MOHR AUTOMOTIVE 401(K) PLAN401k$36.2M1,4212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANDY MOHR AUTOMOTIVE GROUP, INC. WELFARE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$915K9392025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica