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Sponsor portfolio

JIM ELLIS ATLANTA, INC.

EIN 58-1500444-retail-Latest filing 2025
Plans
2
Retirement
1
$62.4M assets
Welfare
1
$1.6M premiums
Participants
3,331
5855 PEACHTREE BOULEVARD - ATLANTA, GA 30341770-454-8200jimellisbuickgmcatlanta.comLinkedIn11-50 employeesretail
Plans on this EIN
2 filings
#001401k-$62.4M - 1,758 part#501Mixed-$1.6M - 1,573 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,573 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$867K
  • Vision$867K
  • Life$498K
  • Short-term disability$498K
  • Long-term disability$498K
  • Other$189K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • ANTHEM LIFE INSURANCE COMPANY32%
  • RELIASTAR LIFE INSURANCE COMPANY12%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • TOTEM OUTSOURCING LLC84%
  • DS-BSC LLC DBA TOTEM SOLUTIONS16%
Total $236K2 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

JIM ELLIS ATLANTA, INC. 401(K) PLAN

401k

Assets$62.4M
Participants1,758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JIM ELLIS ATLANTA, INC. HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$1.6M
Covered lives1,573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JIM ELLIS ATLANTA, INC. 401(K) PLAN401k$62.4M1,7582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JIM ELLIS ATLANTA, INC. HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$1.6M1,5732025
Retirement plans
Welfare plans
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