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Sponsor portfolio

BOZARD FORD COMPANY

EIN 59-1741580-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$746K premiums
Participants
810
540 OUTLET MALL BLVD. - ST. AUGUSTINE, FL 32084352-840-5911
Plans on this EIN
2 filings
#001401k-$7.9M - 397 part#501Fully Insured-$746K - 413 lives

Benefits portfolio analytics

1 plan / $746K premiums / 413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$448K
  • Short-term disability$448K
  • Long-term disability$448K
  • Other$448K
  • Dental$204K
  • Vision$204K
  • +1 more
Total $746K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • AMERICAN FIDELITY ASSURANCE COMPANY60%
  • HUMANA INSURANCE COMPANY27%
  • STANDARD INSURANCE COMPANY13%
Total $746K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MFB FINANCIAL INC66%
  • ASSURANCE AGENCY LTD24%
  • FLORIDA AUTOMOBILE DEALERS ASSOC9%
  • NFP INSURANCE SERVICES INC1%
Total $110K4 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

BOZARD FORD COMPANY EMPLOYEES' 401(K) SAVINGS & PROTECTION PLAN

401k

Assets$7.9M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOZARD FORD COMPANY EMPLOYEE HEALTH PLAN

Fully Insured - AMERICAN FIDELITY ASSURANCE COMPANY

Premiums$746K
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOZARD FORD COMPANY EMPLOYEES' 401(K) SAVINGS & PROTECTION PLAN401k$7.9M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOZARD FORD COMPANY EMPLOYEE HEALTH PLANFully InsuredAMERICAN FIDELITY ASSURANCE COMPANY$746K4132025
Retirement plans
Welfare plans
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