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Sponsor portfolio

EWALD AUTOMOTIVE GROUP

EIN 39-1766730-automotive-Latest filing 2025
Plans
3
Retirement
1
$33.8M assets
Welfare
2
$1.7M premiums
Participants
1,347
2700 GOLF ROAD - DELAFIELD, WI 53018414-777-4310ewaldauto.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001401k-$33.8M - 585 part#501Fully Insured-$1.7M - 387 lives#001Mewa-33 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 420 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$133K
  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • Dental$83K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • R & R INSURANCE SERVICES INC99%
  • MARY R ROEMER0%
  • VALUE ADDED SOLUTIONS0%
  • JASON SCZEPANIAK0%
  • GERALD A GREENEN0%
  • +2 more
Total $91K7 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

EWALD AUTOMOTIVE GROUP RETIREMENT PLAN

401k

Assets$33.8M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EWALD AUTOMOTIVE GROUP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

EWALD AUTOMOTIVE GROUP RETIREMENT PLAN

Mewa - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$0
Covered lives33
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EWALD AUTOMOTIVE GROUP RETIREMENT PLAN401k$33.8M5852024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EWALD AUTOMOTIVE GROUP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M3872025
001EWALD AUTOMOTIVE GROUP RETIREMENT PLANMewaAMERICAN UNITED LIFE INSURANCE COMPANY$0332024
Retirement plans
Welfare plans
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