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Sponsor portfolioTH

CROWN AUTO DEALERSHIPS, INC.

EIN 59-1235420-automotive-Latest filing 2024
Plans
2
Retirement
1
$56.0M assets
Welfare
1
$1.7M premiums
Participants
2,467
6001 34TH ST. NORTH - ST. PETESBURG, FL 33714727-527-7151crschmidt.comLinkedIn11-50 employeesautomotive
Plans on this EIN
2 filings
#001401k-$56.0M - 1,698 part#501Mixed-$1.7M - 1,342 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,342 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Other$1.2M
  • Short-term disability$843K
  • Long-term disability$843K
  • Dental$437K
  • Vision$84K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA49%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY20%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION2%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • VOLPE BENEFIT GROUP, INC63%
  • CHARLOTTE R SANTA CRUZ19%
  • CROWN INSURANCE INC12%
  • THE BENEFIT COMPANY INC4%
  • WALLACE WELCH & WILLINGHAM INC1%
  • +1 more
Total $202K6 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

CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN

401k

Assets$56.0M
Participants1,698
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CROWN AUTO DEALERSHIPS GROUP HEALTH PLAN INSURNACE

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.7M
Covered lives1,342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN401k$56.0M1,6982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CROWN AUTO DEALERSHIPS GROUP HEALTH PLAN INSURNACEMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.7M1,3422024
Retirement plans
Welfare plans
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