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Sponsor portfolioTH

MCCURLEY INTEGRITY DEALERSHIPS, LLC

EIN 27-1512348-Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$215K premiums
Participants
583
1325 AUTOPLEX WAY - PASCO, WA 99301509-547-5555
Plans on this EIN
2 filings
#003401k-$19.5M - 382 part#510Mixed-$215K - 200 lives

Benefits portfolio analytics

1 plan / $215K premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$157K
  • Vision$157K
  • Short-term disability$29K
  • Other$29K
  • Long-term disability$22K
  • Life$7K
Total $215K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA73%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • CINCINNATI LIFE INSURANCE COMPANY3%
Total $215K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • USI INSURANCE SERVICES LLC86%
  • MARSH & MCLENNAN AGENCY LLC10%
  • VALORIE L STRICKLAND1%
  • CHRISTOPHER ROBERT BERRY1%
  • LAURIE C BERRY1%
  • +3 more
Total $34K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MCCURLEY EMPLOYEES 401(K) PLAN

401k

Assets$19.5M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MCCURLEY INTEGRITY DEALERSHIPS GROUP BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$215K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MCCURLEY EMPLOYEES 401(K) PLAN401k$19.5M3822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MCCURLEY INTEGRITY DEALERSHIPS GROUP BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$215K2002025
Retirement plans
Welfare plans
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