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Sponsor portfolio

SUNROAD HOLDING CORPORATION

EIN 33-0473258-retail-Latest filing 2025
Plans
2
Retirement
1
$60.8M assets
Welfare
1
$6.7M premiums
Participants
2,864
8265 VICKERS STREET, SUITE A - SAN DIEGO, CA 92111858-715-3485sunroadauto.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#001401k-$60.8M - 1,669 part#501Fully Insured-$6.7M - 1,433 lives

Benefits portfolio analytics

1 plan / $6.7M premiums / 1,433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$992K
  • Other$585K
  • Life$315K
  • Long-term disability$309K
  • +2 more
Total $6.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • CALIFORNIA PHYSICIANS SERVICE35%
  • SIMNSA11%
  • HARTFORD LIFE AND ACCIDENT5%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • +3 more
Total $6.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • SYNERGY ENROLLMENT & BENEFITS LLC0%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $118K3 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

SUNROAD ENTERPRISES EMPLOYEES' 401(K) PLAN

401k

Assets$60.8M
Participants1,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNROAD ENTERPRISES WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$6.7M
Covered lives1,433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNROAD ENTERPRISES EMPLOYEES' 401(K) PLAN401k$60.8M1,6692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNROAD ENTERPRISES WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$6.7M1,4332025
Retirement plans
Welfare plans
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