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Sponsor portfolio

RUSTY WALLACE HONDA

EIN 62-1847090-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$2.2M premiums
Participants
355
109 CALLAHAN DRIVE - KNOXVILLE, TN 37912865-938-4222
Plans on this EIN
2 filings
#001401k-$7.6M - 114 part#501Fully Insured-$2.2M - 441 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Other$29K
  • Life$26K
  • Short-term disability$26K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • USABLE LIFE0%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MEREDITH ATKINSON97%
  • UNITED FINANCIAL SERVICES INC1%
  • DIGITAL INSURANCE LLC1%
  • GROUP BENEFITS LTD1%
  • BENEFITS INC0%
  • +2 more
Total $83K7 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

RUSTY WALLACE HONDA RETIREMENT PLAN

401k

Assets$7.6M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUSTY WALLACE AUTO GROUP HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TENNESSEE, INC

Premiums$2.2M
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RUSTY WALLACE HONDA RETIREMENT PLAN401k$7.6M1142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUSTY WALLACE AUTO GROUP HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF TENNESSEE, INC$2.2M4412025
Retirement plans
Welfare plans
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