PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Kevin Whitaker Chevrolet, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kevin Whitaker Chevrolet, Inc.

EIN 57-0788469-retail-Latest filing 2025
Plans
3
Retirement
1
$3.1M assets
Health & Benefits
2
$124K premiums
Participants
421
2320 LAURENS RD. - GREENVILLE, SC 29607864-297-0011LinkedIn11-50 employeesretail
Plans on this EIN
3 filings
#001401(k)-$3.1M - 77 part#887Fully insured-$65K - 100 lives#502Fully insured-$60K - 240 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $124K premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$124K
  • Short-term disability$124K
  • Long-term disability$124K
  • Other$124K
Total $124K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KEVIN WHITAKER CHEVROLET, INC. 401K PLAN

401(k)

Assets$3.1M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#887

KEVIN WHITAKER CHEVROLET 502INC LIFE

Fully insured - GUARDIAN LIFE INSURANCE

Premiums$65K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

KEVIN WHITAKER CHEVROLET INC LIFE

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$60K
Covered lives240
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KEVIN WHITAKER CHEVROLET, INC. 401K PLAN401(k)$3.1M772025
  • KEVIN WHITAKER CHEVROLET, INC. 401K PLAN$3.1M
    #001 · 401(k) · 202577

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#887KEVIN WHITAKER CHEVROLET 502INC LIFEFully insuredGUARDIAN LIFE INSURANCE$65K1002025
#502KEVIN WHITAKER CHEVROLET INC LIFEFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$60K2402025
  • KEVIN WHITAKER CHEVROLET 502INC LIFE$65K
    #887 · Fully insured · GUARDIAN LIFE INSURANCE · 2025100
  • KEVIN WHITAKER CHEVROLET INC LIFE$60K
    #502 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica