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Sponsor portfolio

HILL-KELLY DODGE, INC.

EIN 59-0967233-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$169K premiums
Participants
172
6171 PENSACOLA BLVD - PENSACOLA, FL 325052211850-476-9078
Plans on this EIN
2 filings
#003401k-$2.2M - 65 part#503Mixed-$169K - 107 lives

Benefits portfolio analytics

1 plan / $169K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$56K
  • Dental$41K
  • Life$40K
  • Prescription drug$9K
  • Short-term disability$8K
  • Long-term disability$7K
  • +1 more
Total $169K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • STANDARD INSURANCE COMPANY48%
  • BLUE CROSS OF CALIFORNIA19%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • UPMC HEALTH OPTIONS6%
Total $169K5 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • BRIGHTLINE DEALER ADVISORS, LLC72%
  • SAPP CECILIA DAWN9%
  • BLUEWATER INS OF PENSACOLA LLC6%
  • O NEIL KEVIN4%
  • D&C BENEFIT SOLUTIONS LLC3%
  • +3 more
Total $16K8 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

HILL-KELLY DODGE, INC. 401(K) PLAN

401k

Assets$2.2M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HILL KELLY DODGE, INC. FLEXIBLE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$169K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HILL-KELLY DODGE, INC. 401(K) PLAN401k$2.2M652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HILL KELLY DODGE, INC. FLEXIBLE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$169K1072025
Retirement plans
Welfare plans
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