PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNIVERSAL AUTO GROUP I, INC. DBA TACOMA DODGE CHRYSLER
Sponsor portfolio

UNIVERSAL AUTO GROUP I, INC. DBA TACOMA DODGE CHRYSLER

EIN 27-1025733-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.7M premiums
Participants
453
4101 SOUTH TACOMA WAY - TACOMA, WA 98409253-579-1200
Plans on this EIN
2 filings
#001401k-$6.4M - 195 part#501Fully Insured-$1.7M - 352 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$126K
  • Life$61K
  • Long-term disability$44K
  • Vision$17K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • STANDARD INSURANCE COMPANY8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $70K1 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

TACOMA DODGE CHRYSLER JEEP 401(K) PLAN

401k

Assets$6.4M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL AUTO GROUP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$1.7M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TACOMA DODGE CHRYSLER JEEP 401(K) PLAN401k$6.4M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL AUTO GROUP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$1.7M3522025
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