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Sponsor portfolio

FRITZ WINTER NORTH AMERICA LP

EIN 37-1784097-automotive-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$2.9M premiums
Participants
489
1 FRITZ WINTER DRIVE - FRANKLIN, KY 42134270-813-4000LinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$3.5M - 257 part#501Fully Insured-$2.9M - 382 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Other$411K
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • ANTHEM LIFE INSURANCE COMPANY83%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • AFLAC6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • HEALTH RESOURCES, INC.1%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HOUCHENS INSURANCE GROUP INC79%
  • PAMELA SATTERLY9%
  • JENNIFER KELLER4%
  • PAMELA ROWSEY LARSON3%
  • PHILLIP D BLAKEMAN2%
  • +2 more
Total $176K7 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

FRITZ WINTER NORTH AMERICA LP, 401(K) PLAN

401k

Assets$3.5M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRITZ WINTER NORTH AMERICA MEDICAL PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$2.9M
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRITZ WINTER NORTH AMERICA LP, 401(K) PLAN401k$3.5M2572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRITZ WINTER NORTH AMERICA MEDICAL PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC.$2.9M3822025
Retirement plans
Welfare plans
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