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Sponsor portfolio

O'DANIEL AUTOMOTIVE, INC.

EIN 35-2026878-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$213K premiums
Participants
458
5611 ILLINOIS ROAD - FORT WAYNE, IN 46804260-435-5305
Plans on this EIN
2 filings
#001401k-$16.0M - 256 part#501Mixed-$213K - 202 lives

Benefits portfolio analytics

1 plan / $213K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$192K
  • Vision$192K
  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • Other$192K
  • +1 more
Total $213K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA90%
  • HCC LIFE INSURANCE COMPANY10%
Total $213K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • UNIFIED GROUP SERVICES, INC.6%
Total $37K2 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

O'DANIEL AUTOMOTIVE GROUP 401(K) SAVINGS PLAN

401k

Assets$16.0M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'DANIEL AUTOMOTIVE INC. EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$213K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'DANIEL AUTOMOTIVE GROUP 401(K) SAVINGS PLAN401k$16.0M2562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'DANIEL AUTOMOTIVE INC. EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$213K2022024
Retirement plans
Welfare plans
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