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Sponsor portfolio

MIKE SHANNON AUTOMOTIVE

EIN 39-0789560-automotive-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$1.5M premiums
Participants
596
321 N ROLLING MEADOWS DRIVE - FOND DU LAC, WI 54937920-921-8898holidayautomotive.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$20.3M - 352 part#510Mixed-$1.5M - 239 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Other$174K
  • Vision$23K
  • Life$9K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • DEAN HEALTH PLAN INC87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • 5G BENEFITS LLC78%
  • 5GBENEFITS LLC22%
Total $78K2 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

MIKE SHANNON AUTOMOTIVE INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

401k

Assets$20.3M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MIKE SHANNON AUTOMOTIVE

Mixed - DEAN HEALTH PLAN INC

Premiums$1.5M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MIKE SHANNON AUTOMOTIVE INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN401k$20.3M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MIKE SHANNON AUTOMOTIVEMixedDEAN HEALTH PLAN INC$1.5M2392025
Retirement plans
Welfare plans
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