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  2. AUTOMOTIVE MANAGEMENT SERVICES, INC.
Sponsor portfolio

AUTOMOTIVE MANAGEMENT SERVICES, INC.

EIN 59-2926481-automotive-Latest filing 2025
Plans
2
Retirement
1
$379.5M assets
Welfare
1
$10.8M premiums
Participants
35,342
505 SOUTH FLAGLER DRIVE, SUITE 1400 - 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-$10.8M - 11,921 lives

Benefits portfolio analytics

1 plan / $10.8M premiums / 11,921 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$6.6M
  • Short-term disability$6.0M
  • Long-term disability$6.0M
  • Other$6.0M
  • Dental$3.5M
  • Vision$3.5M
  • +2 more
Total $10.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
  • AMERITAS LIFE INSURANCE CORP.33%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • COMPANION LIFE INSURANCE COMPANY1%
Total $10.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • LOCKTON COMPANIES, LLC56%
  • THE ORIENTATION COMPANY, INC.36%
  • TELUS HEALTH7%
  • HODGES-MACE LLC1%
  • MITCH BESVINICK0%
Total $2.1M5 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 & WELFARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$10.8M
Covered lives11,921
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 & WELFARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$10.8M11,9212025
Retirement plans
Welfare plans
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