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Sponsor portfolio

ST. LUCIE BATTERY & TIRE

EIN 59-2231012-automotive-Latest filing 2025
Plans
3
Retirement
2
$1.4M assets
Welfare
1
$1.0M premiums
Participants
533
5500 ORANGE AVENUE - FORT PIERCE, FL 34947727-461-1746slbatterytire.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#002401k-$978K - 134 part#001401k-$462K - 163 part#505Fully Insured-$1.0M - 228 lives

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 297 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • TIRE, INC. 401(K) (#002)68%
  • TIRE, INC. 401(K) (#001)32%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TIRE, INC. 401(K) (#001)163
  • TIRE, INC. 401(K) (#002)134
Total 297Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Health$872K
  • Prescription drug$872K
  • Dental$151K
  • Vision$151K
  • Life$151K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • TRULI65%
  • BLUE CROSS OF CALIFORNIA20%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • USI INSURANCE SERVICES LLC80%
  • MARK S METTILLE20%
Total $37K2 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

ST. LUCIE BATTERY & TIRE, INC. 401(K) PLAN

401k

Assets$978K
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ST. LUCIE BATTERY & TIRE, INC. 401(K) PLAN

401k

Assets$462K
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ST. LUCIE BATTERY & TIRE HEALTH AND WELFARE PLAN

Fully Insured - TRULI

Premiums$1.0M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ST. LUCIE BATTERY & TIRE, INC. 401(K) PLAN401k$978K1342024
001ST. LUCIE BATTERY & TIRE, INC. 401(K) PLAN401k$462K1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ST. LUCIE BATTERY & TIRE HEALTH AND WELFARE PLANFully InsuredTRULI$1.0M2282025
Retirement plans
Welfare plans
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