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Sponsor portfolioTH

FERMAN MOTOR CAR COMPANY, INC.

EIN 59-0240570-retail-Latest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$2.0M premiums
Participants
1,884
1306 W KENNEDY BLVD - TAMPA, FL 33606813-251-2765LinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$40.1M - 1,023 part#501Mixed-$2.0M - 861 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 861 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Dental$936K
  • Vision$936K
  • Life$936K
  • Short-term disability$936K
  • Long-term disability$936K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $2.0M1 slice

Broker market share

Schedule A broker compensation

Split broker
45%top
  • THE BALDWIN GROUP WEST LLC45%
  • STEALTH PARTNER GROUP LLC44%
  • WATCHTOWER TECHNOLOGIES INC7%
  • UMR, INC.3%
Total $180K4 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

FERMAN MOTOR CAR COMPANY AND AFFILIATED DEALERSHIPS 401(K) SAVINGS PLAN

401k

Assets$40.1M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERMAN MOTOR CAR COMPANY WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.0M
Covered lives861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FERMAN MOTOR CAR COMPANY AND AFFILIATED DEALERSHIPS 401(K) SAVINGS PLAN401k$40.1M1,0232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERMAN MOTOR CAR COMPANY WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.0M8612025
Retirement plans
Welfare plans
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