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Sponsor portfolioTH

DAN DEERY MOTOR CO.

EIN 42-1122479-automotive-Latest filing 2024
Plans
3
Retirement
1
$15.9M assets
Welfare
2
$8.2M premiums
Participants
1,219
7404 UNIVERSITY AVE. - CEDAR FALLS, IA 50613319-233-5000dandeerymotors.comLinkedIn11-50 employeesautomotive
Plans on this EIN
3 filings
#001401k-$15.9M - 141 part#501Fully Insured-$7.9M - 366 lives#502Fully Insured-$237K - 712 lives

Benefits portfolio analytics

2 plans / $8.2M premiums / 1,078 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.9M
  • Short-term disability$142K
  • Life$65K
  • Long-term disability$31K
Total $8.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Total $8.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFITS INC100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAN DEERY MOTOR CO. PROFIT SHARING PLAN

401k

Assets$15.9M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEERY AUTOMOTIVE GROUP HEALTH PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$7.9M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DEERY AUTOMOTIVE GROUP LIFE & DISABILITY PLAN

Fully Insured - RELIANCE STANDARD

Premiums$237K
Covered lives712
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAN DEERY MOTOR CO. PROFIT SHARING PLAN401k$15.9M1412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEERY AUTOMOTIVE GROUP HEALTH PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$7.9M3662024
502DEERY AUTOMOTIVE GROUP LIFE & DISABILITY PLANFully InsuredRELIANCE STANDARD$237K7122024
Retirement plans
Welfare plans
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