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  2. KOCOUREK CHEVROLET, INC.
Sponsor portfolio

KOCOUREK CHEVROLET, INC.

EIN 39-1566937-automotive-Latest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$524K premiums
Participants
374
152200 MORNING GLORY LANE - WAUSAU, WI 54401715-359-7200kocourekchevrolet.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$17.4M - 258 part#510Mixed-$524K - 182 lives

Benefits portfolio analytics

1 plan / $524K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$402K
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • Other$121K
  • Vision$517
Total $524K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • THE STANDARD77%
  • HARTFORD LIFE AND ACCIDENT23%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $524K3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • M3 INSURANCE SOLUTIONS INC61%
  • AUXIANT30%
  • WATCHTOWER BENEFITS, LLC9%
Total $21K3 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

KOCOUREK 401(K) PROFIT SHARING PLAN

401k

Assets$17.4M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

KOCOUREK CHEVROLET, INC. WELFARE BENEFIT PLAN

Mixed - STANDARD LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$524K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOCOUREK 401(K) PROFIT SHARING PLAN401k$17.4M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510KOCOUREK CHEVROLET, INC. WELFARE BENEFIT PLANMixedSTANDARD LIFE AND ACCIDENT INSURANCE COMPANY$524K1822025
Retirement plans
Welfare plans
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