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  2. WILLIAM H. PORTER, INC.
Sponsor portfolio

WILLIAM H. PORTER, INC.

EIN 51-0069458-Retail Trade-Latest filing 2024
Plans
3
Retirement
1
$15.4M assets
Welfare
2
$520K premiums
Participants
439
414 EAST CLEVELAND AVENUE - NEWARK, DE 19711302-453-6800
Plans on this EIN
3 filings
#002401k-$15.4M - 183 part#502Self Funded-$406K - 93 lives#501Fully Insured-$114K - 230 lives

Benefits portfolio analytics

2 plans / $520K premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$406K
  • Dental$114K
  • Vision$114K
  • Life$114K
  • Short-term disability$114K
  • Other$114K
Total $520K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HM LIFE INSURANCE COMPANY78%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
Total $520K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • PATRIOT GROWTH INSURANCE SERVICES64%
  • JAMES R NELLIGAN & ASSOCIATES LLC36%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PORTER AUTOMOTIVE GROUP 401(K) PLAN

401k

Assets$15.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WILLIAM H. PORTER, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$406K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WILLIAM H. PORTER, INC. HEALTH AND WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$114K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PORTER AUTOMOTIVE GROUP 401(K) PLAN401k$15.4M1832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WILLIAM H. PORTER, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$406K932024
501WILLIAM H. PORTER, INC. HEALTH AND WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$114K2302024
Retirement plans
Welfare plans
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