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Sponsor portfolio

CASEY AUTO GROUP, INC.

EIN 54-1423677-automotive-Latest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$175K premiums
Participants
904
813 DILIGENCE DR., STE. 116 - NEWPORT NEWS, VA 23606757-591-1000caseyauto.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$22.4M - 515 part#501Mixed-$175K - 513 lives

Benefits portfolio analytics

1 plan / $175K premiums / 513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$94K
  • Life$75K
  • Short-term disability$44K
  • Long-term disability$44K
  • Dental$30K
  • Vision$30K
  • +1 more
Total $175K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • INNOVATIVE STOP LOSS SOLUTIONS54%
  • HARTFORD LIFE AND ACCIDENT25%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
Total $175K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • HILB GROUP OF NEW ENGLAND53%
  • BROWN & BROWN INSURANCE SERVICES47%
Total $21K2 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

CASEY AUTO GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$22.4M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASEY AUTO GROUP, INC. HEALTH AND DENTAL PLAN

Mixed - INNOVATIVE STOP LOSS SOLUTIONS

Premiums$175K
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASEY AUTO GROUP 401(K) PROFIT SHARING PLAN401k$22.4M5152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASEY AUTO GROUP, INC. HEALTH AND DENTAL PLANMixedINNOVATIVE STOP LOSS SOLUTIONS$175K5132025
Retirement plans
Welfare plans
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