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Sponsor portfolio

JACK GIAMBALVO MOTOR CO., INC.

EIN 23-2207372-automotive-Latest filing 2025
Plans
3
Retirement
1
$18.2M assets
Welfare
2
$808K premiums
Participants
659
3495 INDUSTRIAL DRIVE - YORK, PA 17402717-846-1821LinkedIn51-200 employeesautomotive
Plans on this EIN
3 filings
#001401k-$18.2M - 264 part#501Self Funded-$697K - 203 lives#502Fully Insured-$110K - 192 lives

Benefits portfolio analytics

2 plans / $808K premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$697K
  • Long-term disability$56K
  • Short-term disability$38K
  • Life$16K
  • Other$16K
Total $808K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • AVALON INSURANCE COMPANY86%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
Total $808K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HERROLD INSURANCE GROUP LLC100%
Total $20K1 slice

Plan deep-dives

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

JACK GIAMBALVO MOTOR CO., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.2M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACK GIAMBALVO MOTOR CO., INC. EMPLOYEE HEALTH PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$697K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JACK GIAMBALVO MOTOR CO., INC. GROUP BENEFITS PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$110K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACK GIAMBALVO MOTOR CO., INC. 401(K) PROFIT SHARING PLAN401k$18.2M2642025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACK GIAMBALVO MOTOR CO., INC. EMPLOYEE HEALTH PLANSelf FundedAVALON INSURANCE COMPANY$697K2032025
502JACK GIAMBALVO MOTOR CO., INC. GROUP BENEFITS PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$110K1922025
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