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Sponsor portfolio

AMSI

EIN 59-2926481-automotive-Latest filing 2024
Plans
2
Retirement
1
$379.5M assets
Welfare
1
$9.7M premiums
Participants
36,148
505 SOUTH FLAGLER DR SUITE 700 - WEST PALM BEACH, FL 33401561-655-8900pknetworks.co.ukLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$379.5M - 25,510 part#501Fully Insured-$9.7M - 11,741 lives

Benefits portfolio analytics

1 plan / $9.7M premiums / 11,741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.8M
  • Life$4.9M
  • Short-term disability$4.5M
  • Long-term disability$4.5M
  • Dental$2.9M
  • Vision$2.9M
  • +2 more
Total $9.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY47%
  • AMERITAS LIFE INSURANCE CORP.30%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • +1 more
Total $9.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • LOCKTON COMPANIES, LLC67%
  • THE ORIENTATION COMPANY, INC.14%
  • HODGES-MACE LLC9%
  • HODGES-MACE BENEFITS GRP INC8%
  • PLANSOURCE BEN ADMINISTRATION INC3%
  • +1 more
Total $1.2M6 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

AMSI 401(K) PLAN

401k

Assets$379.5M
Participants25,510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOMOTIVE MANAGEMENT SERVICES, INC. HEALTH PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$9.7M
Covered lives11,741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMSI 401(K) PLAN401k$379.5M25,5102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOMOTIVE MANAGEMENT SERVICES, INC. HEALTH PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$9.7M11,7412024
Retirement plans
Welfare plans
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