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Sponsor portfolio

SOUTHWEST HYUNDAI LP

EIN 52-2327948-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$524K assets
Welfare
1
$341K premiums
Participants
259
5800 NW 171ST STREET - MIAMI LAKES, FL 33015760-609-9146
Plans on this EIN
2 filings
#001401k-$524K - 134 part#507Fully Insured-$341K - 64 lives

Benefits portfolio analytics

1 plan / $341K premiums / 64 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$307K
  • Dental$21K
  • Other$13K
Total $341K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • HUMANA INSURANCE COMPANY6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Total $341K3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • BALMER INSURANCE GROUP INC62%
  • WALLACE WELCH & WILLINGHAM INC19%
  • JOE M. BERNAL13%
  • KELLY & ASSOCIATES INSURANCE GROUP6%
  • BERNAL, JOE M1%
  • +2 more
Total $17K7 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

SOUTHWEST HYUNDAI LP 401(K) PLAN

401k

Assets$524K
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HYUNDAI OF EL PASO, LP - CAFETERIA & ERISA WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$341K
Covered lives64
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST HYUNDAI LP 401(K) PLAN401k$524K1342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HYUNDAI OF EL PASO, LP - CAFETERIA & ERISA WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$341K642024
Retirement plans
Welfare plans
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