Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Prescription drug$1.2M
- Life$64K
- Long-term disability$61K
- +2 more
Sponsor portfolio
CURTIS GREEN & CLAY GREEN, INC.
EIN 61-0709411Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$1.4M premiums
Participants
520
630 EAST NEW CIRCLE ROAD - LEXINGTON, KY 40505859-254-5751
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 259 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- ANTHEM LIFE INSURANCE COMPANY88%
- LIFE INSURANCE COMPANY OF NORTH AMERICA11%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- BENEFIT INSURANCE MARKETING, INC.100%
- STAR ROBBINS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CURTIS GREEN AND CLAY GREEN, INC. 401(K) PLAN
401k
Assets$11.5M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREEN'S AUTOMOTIVE GROUP HEALTH PLAN
Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$1.4M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CURTIS GREEN AND CLAY GREEN, INC. 401(K) PLAN | 401k | $11.5M | 294 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREEN'S AUTOMOTIVE GROUP HEALTH PLAN | Fully Insured | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $1.4M | 259 | 2025 |
Retirement plans
Welfare plans