Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$841K
- Dental$841K
- Other$10K
- Life$9K
Sponsor portfolio
COURTESY AUTOMOTIVE GROUP, INC.
EIN 47-3127097automotiveLatest filing 2025
Plans
2
Retirement
1
$1.0M assets
Welfare
1
$860K premiums
Participants
238
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $860K premiums / 72 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- BLUE CROSS OF CALIFORNIA98%
- RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- PAUL E GOTTLIEB100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COURTESY AUTOMOTIVE CENTER 401(K) PLAN
401k
Assets$1.0M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COURTESY AUTOMOTIVE GROUP, INC. COURTESY AUTOMOTIVE GROUP, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mixed - BLUE SHIELD OF CALIFORNIA
Premiums$860K
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COURTESY AUTOMOTIVE CENTER 401(K) PLAN | 401k | $1.0M | 112 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COURTESY AUTOMOTIVE GROUP, INC. COURTESY AUTOMOTIVE GROUP, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mixed | BLUE SHIELD OF CALIFORNIA | $860K | 72 | 2025 |
Retirement plans
Welfare plans