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  2. SAM GALLOWAY FORD, INC.
Sponsor portfolio

SAM GALLOWAY FORD, INC.

EIN 59-0329880-automotive-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$875K premiums
Participants
641
1800 BOY SCOUT DRIVE - FORT MYERS, FL 33907239-274-2331samgallowayford.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$5.7M - 324 part#507Fully Insured-$875K - 317 lives

Benefits portfolio analytics

1 plan / $875K premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$502K
  • Stop-loss$502K
  • Other$146K
  • Dental$136K
  • Vision$136K
  • Life$71K
  • +2 more
Total $875K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • BLUE CROSS OF CALIFORNIA57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $875K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • BROWN & BROWN INSURANCE SERVICES77%
  • DIGITAL INSURANCE LLC7%
  • MARK S METTILLE6%
  • GROUP INSURANCE SERVICES INC5%
  • ENROLLEASE4%
  • +2 more
Total $114K7 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

SAM GALLOWAY FORD INC. EMPLOYEE 401K PROFIT SHARING

401k

Assets$5.7M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

GALLOWAY FAMILY OF DEALERSHIPS WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$875K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAM GALLOWAY FORD INC. EMPLOYEE 401K PROFIT SHARING401k$5.7M3242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507GALLOWAY FAMILY OF DEALERSHIPS WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$875K3172025
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