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Sponsor portfolio

SULLIVAN AUTOMOTIVE GROUP, INC.

EIN 59-3604074-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$1.4M premiums
Participants
371
4000 SW COLLEGE ROAD - OCALA, FL 34474352-372-4343
Plans on this EIN
2 filings
#001401k-$9.3M - 240 part#503Fully Insured-$1.4M - 309 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$154K
  • Vision$154K
  • Life$154K
  • Short-term disability$154K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UPMC HEALTH OPTIONS81%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • BLUE CROSS OF CALIFORNIA8%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS30%
  • MARK S METTILLE10%
  • GIS BENEFITS INC3%
  • EXCALIBUR FINANCIAL GROUP0%
Total $90K5 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

SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.3M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SULLIVAN AUTOMOTIVE FLEXIBLE BENEFIT PLAN

Fully Insured - HEALTH OPTIONS

Premiums$1.4M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN401k$9.3M2402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SULLIVAN AUTOMOTIVE FLEXIBLE BENEFIT PLANFully InsuredHEALTH OPTIONS$1.4M3092025
Retirement plans
Welfare plans
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