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Sponsor portfolio

THE BAUMANN AUTO GROUP

EIN 34-4471507-automotive-Latest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$656K premiums
Participants
468
2379 WEST STATE STREET, P.O. BOX 550 - FREMONT, OH 43420419-332-8236LinkedIn1-10 employeesautomotive
Plans on this EIN
2 filings
#001401k-$17.1M - 274 part#502Mixed-$656K - 196 lives

Benefits portfolio analytics

1 plan / $656K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$536K
  • Dental$120K
  • Vision$120K
  • Life$120K
  • Short-term disability$120K
  • Other$120K
Total $656K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
Total $656K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ENROLLEASE100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AL BAUMANN CHEVROLET BUICK, INC. 401(K) PLAN

401k

Assets$17.1M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE BAUMANN AUTO GROUP EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE

Premiums$656K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AL BAUMANN CHEVROLET BUICK, INC. 401(K) PLAN401k$17.1M2742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE BAUMANN AUTO GROUP EMPLOYEE BENEFITS PLANMixedSUN LIFE$656K1962025
Retirement plans
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