Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$186K
- Life$143K
- Short-term disability$143K
- Long-term disability$143K
- Dental$72K
- Vision$21K
Sponsor portfolio
MONTGOMERY AUTOMOTIVE DEALERSHIPS, INC.
EIN 61-0715594Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$278K premiums
Participants
468
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $278K premiums / 351 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- SUN LIFE ASSURANCE COMPANY OF CANADA51%
- DELTA DENTAL OF CALIFORNIA33%
- AFLAC15%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- FIFTH THIRD INSURANCE AGENCY INC1%
- AMY JOHANNEMANN1%
- BRIAN GRAHAM INC1%
- JOHN WHITTY1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MONTGOMERY AUTOMOTIVE DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.8M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTGOMERY AUTOMOTIVE DEALERSHIP, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$278K
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MONTGOMERY AUTOMOTIVE DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.8M | 245 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTGOMERY AUTOMOTIVE DEALERSHIP, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $278K | 351 | 2025 |
Retirement plans
Welfare plans