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  2. BILL CURRIE FORD INC.
Sponsor portfolio

BILL CURRIE FORD INC.

EIN 59-0910014-think tanks-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$98K premiums
Participants
468
5815 N DALE MABRY HWY - TAMPA, FL 336145605813-554-5309billcurrie.comLinkedIn51-200 employeesthink tanks
Plans on this EIN
2 filings
#001401k-$13.3M - 313 part#501Mixed-$98K - 154 lives

Benefits portfolio analytics

1 plan / $98K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$98K
  • Vision$98K
  • Life$98K
  • Short-term disability$98K
  • Long-term disability$98K
  • Other$98K
Total $98K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $98K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $12K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CURRIE GROUP 401(K) RETIREMENT PLAN

401k

Assets$13.3M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BILL CURRIE FORD INC. EMPLOYEE MEDICAL PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$98K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURRIE GROUP 401(K) RETIREMENT PLAN401k$13.3M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BILL CURRIE FORD INC. EMPLOYEE MEDICAL PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$98K1542025
Retirement plans
Welfare plans
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