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Sponsor portfolio

KEVIN WHITAKER CHEVROLET INC

EIN 57-0788469-retail-Latest filing 2025
Plans
3
Retirement
1
$2.0M assets
Welfare
2
$124K premiums
Participants
421
PO BOX 16029 - GREENVILLE, SC 296067029864-751-4527LinkedIn11-50 employeesretail
Plans on this EIN
3 filings
#001401k-$2.0M - 77 part#887Fully Insured-$65K - 100 lives#502Fully Insured-$60K - 240 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY48%
Total $124K2 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • MCGRIFF INSURANCE SERVICES INC36%
  • SCADA INSURANCE AGENCY33%
  • CONSOLIDATED PLANNING HOLDINGS31%
Total $212K3 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

KEVIN WHITAKER CHEVROLET, INC. 401K PLAN

401k

Assets$2.0M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#887

KEVIN WHITAKER CHEVROLET 502INC LIFE

Fully Insured - GUARDIAN LIFE INSURANCE

Premiums$65K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KEVIN WHITAKER CHEVROLET INC LIFE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$60K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEVIN WHITAKER CHEVROLET, INC. 401K PLAN401k$2.0M772024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
887KEVIN WHITAKER CHEVROLET 502INC LIFEFully InsuredGUARDIAN LIFE INSURANCE$65K1002025
502KEVIN WHITAKER CHEVROLET INC LIFEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$60K2402025
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