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  2. COUNTRY CHEVROLET, INC.
Sponsor portfolio

COUNTRY CHEVROLET, INC.

EIN 54-0893728-automotive-Latest filing 2025
Plans
3
Retirement
2
$14.0M assets
Welfare
1
$1.5M premiums
Participants
233
11 E. LEE HWY - WARRENTON, VA 20186540-347-9000warrentonchevrolet.comLinkedIn51-200 employeesautomotive
Plans on this EIN
3 filings
#003401k-$12.0M - 52 part#004401k-$2.0M - 67 part#505Fully Insured-$1.5M - 166 lives

Retirement portfolio analytics

2 plans aggregated / $14.0M assets / 119 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • SHARING PLAN 003 (#003)86%
  • SHARING PLAN 004 (#004)14%
Total $14.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN 004 (#004)67
  • SHARING PLAN 003 (#003)52
Total 119Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $59K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003

401k

Assets$12.0M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 004

401k

Assets$2.0M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

COUNTRY CHEVROLET INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003401k$12.0M522025
004COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 004401k$2.0M672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505COUNTRY CHEVROLET INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1662025
Retirement plans
Welfare plans
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