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Sponsor portfolio

HALEY BUICK GMC TRUCK INC

EIN 54-0719909-retail-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Welfare
1
$875K premiums
Participants
1,305
9811 MIDLOTHIAN TURNPIKE - RICHMOND, VA 23235804-521-0711haleyauto.netLinkedIn11-50 employeesretail
Plans on this EIN
2 filings
#001ProfitSharing-$28.4M - 669 part#501Mixed-$875K - 669 lives

Benefits portfolio analytics

1 plan / $875K premiums / 669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$480K
  • Stop-loss$432K
  • Other$278K
  • Short-term disability$171K
  • Life$162K
  • Long-term disability$68K
Total $875K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • ANTHEM LIFE INSURANCE COMPANY49%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA45%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Total $875K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • JAMES A SCOTT & SON INC93%
  • WATCHTOWER TECHNOLOGIES INC4%
  • EMPLOYEE FAMILY PROTECTION INC3%
Total $63K3 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

HALEY AUTOMOTIVE GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$28.4M
Participants669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALEY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA, INC.

Premiums$875K
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALEY AUTOMOTIVE GROUP PROFIT SHARING PLANProfitSharing$28.4M6692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALEY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLANMixedANTHEM HEALTH PLANS OF VIRGINIA, INC.$875K6692025
Retirement plans
Welfare plans
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