Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$604K
- Health$584K
- Short-term disability$584K
- Long-term disability$584K
- Dental$170K
- Vision$30K
- +1 more
Sponsor portfolio
JAKE SWEENEY AUTOMOTIVE, INC.
EIN 31-1232808automotiveLatest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$804K premiums
Participants
1,118
33 WEST KEMPER ROAD - CINCINNATI, OH 45246513-782-2845jakesweeney.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $804K premiums / 600 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- AMERICAN FIDELITY ASSURANCE COMPANY73%
- DELTA DENTAL OF CALIFORNIA21%
- EYEMED VISION CARE4%
- HARTFORD LIFE AND ACCIDENT2%
Broker market share
Schedule A broker compensation
52%top
- ASSURANCE AGENCY LTD52%
- OHIO AUTO DEALERS ASSN INS25%
- LANG FINANCIAL GROUP, INC.23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN
401k
Assets$26.9M
Participants579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAKE SWEENEY AUTOMOTIVE, INC.
Fully Insured - AMERICAN FIDELITY ASSURANCE COMPANY
Premiums$804K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN | 401k | $26.9M | 579 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAKE SWEENEY AUTOMOTIVE, INC. | Fully Insured | AMERICAN FIDELITY ASSURANCE COMPANY | $804K | 600 | 2025 |
Retirement plans
Welfare plans