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Sponsor portfolio

SUTTON FORD

EIN 36-3669281-Retail Trade-Latest filing 2025
Plans
5
Retirement
2
$11.6M assets
Welfare
3
$2.8M premiums
Participants
813
21315 CENTRAL AVE - MATTESON, IL 604432893952-207-7838
Plans on this EIN
5 filings
#003401k-$10.6M - 423 part#001401k-$978K - 23 part#501Fully Insured-$1.4M - 313 lives#502Fully Insured-$1.4M - 313 lives#503Fully Insured-$12K - 239 lives

Retirement portfolio analytics

2 plans aggregated / $11.6M assets / 446 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • TEAM RETIREMENT PLAN (#003)92%
  • PLAN & TRUST (#001)8%
Total $11.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • CORRELL CO.92%
  • (Not disclosed)8%
Total $11.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TEAM RETIREMENT PLAN (#003)423
  • PLAN & TRUST (#001)23
Total 446Click row to drill in

Benefits portfolio analytics

3 plans / $2.8M premiums / 865 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Life$2.8M
  • Prescription drug$2.8M
  • Other$2.8M
  • Vision$12K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • EYEMED VISION CARE0%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $145K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SUTTON AUTO TEAM RETIREMENT PLAN

401k

Assets$10.6M
Participants423
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUTTON FORD 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$978K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUTTON FORD, INC. MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SUTTON FORD, INC. LIFE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SUTTON FORD, INC. VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$12K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SUTTON AUTO TEAM RETIREMENT PLAN401k$10.6M4232024
001SUTTON FORD 401(K) PROFIT SHARING PLAN & TRUST401k$978K232025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUTTON FORD, INC. MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M3132024
502SUTTON FORD, INC. LIFE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M3132024
503SUTTON FORD, INC. VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$12K2392024
Retirement plans
Welfare plans
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