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  2. REGAL AUTOMOTIVE GROUP, INC.
Sponsor portfolio

REGAL AUTOMOTIVE GROUP, INC.

EIN 59-1671530-automotive-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$879K premiums
Participants
700
925 BARTOW ROAD - LAKELAND, FL 33801863-904-1170regallakeland.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$8.1M - 396 part#501Mixed-$879K - 304 lives

Benefits portfolio analytics

1 plan / $879K premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$588K
  • Short-term disability$158K
  • Dental$106K
  • Vision$106K
  • Life$97K
  • Long-term disability$59K
Total $879K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA67%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $879K4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • FOUNDATION RISK PARTNERS CORP47%
  • STEALTH PARTNER GROUP LLC47%
  • UMR, INC.4%
  • WORKSITE AMERICA LLC1%
  • CHOICE BENEFITS SOLUTIONS LLC1%
  • +3 more
Total $85K8 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

REGAL AUTOMOTIVE GROUP 401(K) PLAN

401k

Assets$8.1M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REGAL PONTIAC WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$879K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REGAL AUTOMOTIVE GROUP 401(K) PLAN401k$8.1M3962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REGAL PONTIAC WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$879K3042025
Retirement plans
Welfare plans
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