Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$142K
- Short-term disability$142K
- Long-term disability$142K
- Other$142K
- Dental$94K
- Vision$17K
Sponsor portfolio
JEFF SCHMITT AUTO GROUP, INC
EIN 31-0515803automotiveLatest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$252K premiums
Participants
670
1001 N BROAD ST - FAIRBORN, OH 453245248937-878-3471jeffdeals.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $252K premiums / 357 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA56%
- SUPERIOR DENTAL CARE37%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
95%top
- MARSH & MCLENNAN AGENCY LLC95%
- WATCHTOWER BENEFITS, LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JEFF SCHMITT AUTO GROUP, INC. 401K PLAN
401k
Assets$8.5M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEFF SCHMITT AUTO GROUP, INC. EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY
Premiums$252K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFF SCHMITT AUTO GROUP, INC. 401K PLAN | 401k | $8.5M | 326 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEFF SCHMITT AUTO GROUP, INC. EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY | $252K | 357 | 2025 |
Retirement plans
Welfare plans