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Sponsor portfolio

KERRY AUTOMOTIVE GROUP

EIN 31-0729115-automotive-Latest filing 2025
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$2.3M premiums
Participants
768
155 WEST KEMPER ROAD - CINCINNATI, OH 45246513-671-6400kerryford.comLinkedIn11-50 employeesautomotive
Plans on this EIN
2 filings
#001401k-$15.0M - 417 part#501Fully Insured-$2.3M - 351 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Other$139K
  • Dental$86K
  • Short-term disability$40K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MEDICAL MUTUAL88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • SUPERIOR DENTAL CARE4%
  • AFLAC2%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LANG FINANCIAL GROUP, INC.92%
  • MICHAEL COFFEY2%
  • MATTHEW D SMITH1%
  • VINTON ROLAND FIORINI1%
  • GERALD MALCOLM WRIGHT1%
  • +3 more
Total $80K8 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

KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

401k

Assets$15.0M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KERRY FORD EMPLOYEE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$2.3M
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN401k$15.0M4172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KERRY FORD EMPLOYEE BENEFIT PLANFully InsuredMEDICAL MUTUAL$2.3M3512025
Retirement plans
Welfare plans
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