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  2. MEMORIAL MOTORS, INC.
Sponsor portfolio

MEMORIAL MOTORS, INC.

EIN 59-1602368-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$25.1M assets
Welfare
1
$12.1M premiums
Participants
3,315
1200 W MEMORIAL BLVD - LAKELAND, FL 33815863-688-5451LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$25.1M - 3,313 part#501Mixed-$12.1M - 0 lives

Benefits portfolio analytics

1 plan / $12.1M premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.9M
  • Dental$670K
  • Vision$474K
  • Life$474K
  • Short-term disability$474K
Total $12.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITED HEALTHCARE INSURANCE COMPANY96%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $12.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • EXCALIBUR FINANCIAL GROUP87%
  • WILLIAM A GRAHAM COMPANY7%
  • ROBERT FABRIZIO7%
Total $540K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DOHERTY AUTO GROUP 401(K) PLAN

401k

Assets$25.1M
Participants3,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEMORIAL MOTORS WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$12.1M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DOHERTY AUTO GROUP 401(K) PLAN401k$25.1M3,3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEMORIAL MOTORS WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$12.1M02025
Retirement plans
Welfare plans
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