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  2. SCHUMACHER AUTO GROUP, INC.
Sponsor portfolioTH

SCHUMACHER AUTO GROUP, INC.

EIN 59-0593470-automotive-Latest filing 2024
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$1.1M premiums
Participants
1,295
4047 OKEECHOBEE BLVD SUITE 209 - WEST PALM BEACH, FL 33409561-656-5097schumacherauto.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$29.3M - 953 part#502Fully Insured-$1.1M - 516 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 516 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$593K
  • Dental$229K
  • Vision$229K
  • Other$212K
  • Life$162K
  • Short-term disability$162K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITEDHEALTHCARE INSURANCE COMPANY56%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA15%
  • HEALTH JOY0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • BROWN & BROWN INSURANCE SERVICES50%
  • GIS BENEFITS INC17%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS16%
  • MARK METILLE12%
  • MARK S METTILLE6%
Total $102K5 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

THE SCHUMACHER AUTOMOTIVE GROUP 401(K) PLAN

401k

Assets$29.3M
Participants953
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SCHUMACHER AUTOMOTIVE, INC. HEALTH AND WELFARE PLAN

Fully Insured - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$1.1M
Covered lives516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SCHUMACHER AUTOMOTIVE GROUP 401(K) PLAN401k$29.3M9532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SCHUMACHER AUTOMOTIVE, INC. HEALTH AND WELFARE PLANFully InsuredOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$1.1M5162024
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