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Sponsor portfolio

KARL CHEVROLET

EIN 42-1092272-Latest filing 2025
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$5.8M premiums
Participants
1,553
1101 SOUTHEAST ORALABOR ROAD - ANKENY, IA 50021515-299-4417
Plans on this EIN
2 filings
#001401k-$31.2M - 883 part#501Mixed-$5.8M - 681 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 681 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.7M
  • Life$418K
  • Short-term disability$418K
  • Vision$68K
Total $5.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $5.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • LUFKIN BENEFIT SOLUTIONS, INC.43%
  • NORTH RISK PARTNERS LLC42%
  • GALLAGHER BENEFIT SERVICES, INC.13%
  • HOLMES MURPHY & ASSOCIATES2%
Total $208K4 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

KARL CHEVROLET, INC. 401(K) PLAN

401k

Assets$31.2M
Participants883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KARL CHEVROLET EMPLOYEE BENEFITS PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$5.8M
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KARL CHEVROLET, INC. 401(K) PLAN401k$31.2M8832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KARL CHEVROLET EMPLOYEE BENEFITS PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$5.8M6812025
Retirement plans
Welfare plans
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