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Sponsor portfolio

THE CROWLEY CAR COMPANY DEALERSHIP GROUP

EIN 33-0633379-retail-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.3M premiums
Participants
595
450 WEST VISTA WAY - VISTA, CA 92083760-291-2580LinkedIn201-500 employeesretail
Plans on this EIN
2 filings
#001401k-$10.2M - 341 part#501Fully Insured-$1.3M - 245 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.2M
  • Other$1.0M
  • Vision$995K
  • Dental$277K
  • Short-term disability$76K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • SHARP HEALTH PLAN70%
  • SIMNSA15%
  • AFLAC6%
  • CALIFORNIA PHYSICIANS SERVICE6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MARSH & MCLENNAN AGENCY LLC57%
  • VARIOUS - SEE ATTACHED43%
Total $47K2 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

THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST

401k

Assets$10.2M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CROWLEY CAR COMPANY DEALERSHIP GROUP - EMPLOYEE BENEFIT PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$1.3M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST401k$10.2M3412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CROWLEY CAR COMPANY DEALERSHIP GROUP - EMPLOYEE BENEFIT PLANFully InsuredSHARP HEALTH PLAN$1.3M2452025
Retirement plans
Welfare plans
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