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Sponsor portfolio

BARTOW FORD CO.

EIN 59-0687878-automotive-Latest filing 2024
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$2.1M premiums
Participants
718
P.O. BOX 1700 - BARTOW, FL 338311700863-533-0425bartowford.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#003401k-$15.8M - 385 part#501Mixed-$2.1M - 164 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$294K
  • Vision$294K
  • Life$183K
  • Short-term disability$173K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • NATIONAL HEALTH INSURANCE COMPANY62%
  • HUMANA INSURANCE COMPANY24%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • NATIONAL HEALTH INSURANCE CO61%
  • MULLING INSURANCE AGENCY INC32%
  • CENTERSTONE INSURANCE AND FINANCIAL7%
Total $429K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BARTOW FORD CO. 401(K) RETIREMENT PLAN

401k

Assets$15.8M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE COMPANY CAFETERIA PLAN

Mixed - NATIONAL HEALTH INSURANCE COMPANY

Premiums$2.1M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BARTOW FORD CO. 401(K) RETIREMENT PLAN401k$15.8M3852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE COMPANY CAFETERIA PLANMixedNATIONAL HEALTH INSURANCE COMPANY$2.1M1642024
Retirement plans
Welfare plans
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