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Sponsor portfolio

KUNES COUNTRY AUTO GROUP

EIN 36-4115913-automotive-Latest filing 2025
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$1.4M premiums
Participants
3,469
2141 E GENEVA ST - DELAVAN, WI 531152002262-707-0129kunesforddelavan.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$38.8M - 1,842 part#501Mixed-$1.4M - 1,657 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,657 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$763K
  • Short-term disability$763K
  • Other$763K
  • Dental$618K
  • Long-term disability$561K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
  • DELTA DENTAL OF CALIFORNIA38%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • T I C INC96%
  • GCG FINANCIAL LLC3%
  • DITORO GUADALUPE0%
  • HENRY SCHMIDT0%
  • J N MORALES LTD0%
  • +1 more
Total $160K6 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

KUNES RETIREMENT PLAN

401k

Assets$38.8M
Participants1,842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KUNES COUNTRY AUTO GROUP EMPLOYEE HEALTH CARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,657
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KUNES RETIREMENT PLAN401k$38.8M1,8422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KUNES COUNTRY AUTO GROUP EMPLOYEE HEALTH CARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.4M1,6572025
Retirement plans
Welfare plans
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