Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$71K
- Short-term disability$63K
- Long-term disability$62K
- Life$61K
- Dental$47K
- Vision$8K
Sponsor portfolio
LOCKHART AUTOMOTIVE GROUP, INC.
EIN 35-1284797automotiveLatest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$129K premiums
Participants
322
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $129K premiums / 127 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- AMERICAN UNITED LIFE INSURANCE COMPANY47%
- DELTA DENTAL OF CALIFORNIA42%
- HCC LIFE INSURANCE COMPANY8%
- ANTHEM LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
99%top
- ERTEL & COMPANY, INC.99%
- UNIFIED GROUP SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$6.7M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LOCKHART CADILLAC, INC. PREFERRED GROUP INSURANCE PLAN
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$129K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | 401k | $6.7M | 199 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LOCKHART CADILLAC, INC. PREFERRED GROUP INSURANCE PLAN | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $129K | 127 | 2025 |
Retirement plans
Welfare plans