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Sponsor portfolio

EVERETT CHEVROLET INC

EIN 56-0890670-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$1.1M premiums
Participants
485
PO BOX 1928 - HICKORY, NC 286031928828-327-9171
Plans on this EIN
2 filings
#001401k-$5.3M - 216 part#501Mixed-$1.1M - 267 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Health$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Short-term disability$42K
  • Life$15K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • USABLE LIFE8%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ROMULUS TEAGUE59%
  • BENEFIT SOLUTIONS INC17%
  • MOSAIC GROUP SERVICES17%
  • GIBSON & ASSOCIATES INCORPORATED7%
  • GIBSON INSURANCE AGENCY, INC.1%
Total $53K5 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

EVERETT CHEVROLET, INC. RETIREMENT SAVINGS PLAN

401k

Assets$5.3M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVERETT CHEVROLET INC

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.1M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVERETT CHEVROLET, INC. RETIREMENT SAVINGS PLAN401k$5.3M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVERETT CHEVROLET INCMixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.1M2672025
Retirement plans
Welfare plans
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