Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$1.5M
- Vision$1.5M
- Prescription drug$1.5M
- Other$99K
- Short-term disability$94K
- +2 more
Sponsor portfolioTH
PIERCEY MANAGEMENT SERVICES, INC
EIN 33-0640459Retail TradeLatest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.6M premiums
Participants
469
16901 MILLIKAN AVENUE - IRVINE, CA 92606949-396-6012
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 404 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- AMERICAN FIDELITY ASSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
98%top
- THE BALDWIN GROUP WEST LLC98%
- BURNHAM BENEFITS INSURANCE SERVICES1%
- ASSURANCE AGENCY LTD1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PIERCEY AUTOMOTIVE GROUP 401K PLAN AND TRUST
401k
Assets$8.5M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PIERCEY MANAGEMENT SERVICES, INC. FLEXIBLE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.6M
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PIERCEY AUTOMOTIVE GROUP 401K PLAN AND TRUST | 401k | $8.5M | 275 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PIERCEY MANAGEMENT SERVICES, INC. FLEXIBLE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 404 | 2025 |
Retirement plans
Welfare plans