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Sponsor portfolio

WALT MASSEY AUTOMOTIVE GROUP

EIN 64-0828419-automotive-Latest filing 2025
Plans
4
Retirement
2
$2.8M assets
Welfare
2
$2.3M premiums
Participants
238
11241 OLD 63 SOUTH - LUCEDALE, MS 39452601-247-0133waltmassey.comLinkedIn201-500 employeesautomotive
Plans on this EIN
4 filings
#001401k-$1.9M - 36 part#002401k-$908K - 67 part#501Fully Insured-$1.3M - 221 lives#502Fully Insured-$1.0M - 188 lives

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 103 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • INC. MGMT 401(K) (#001)68%
  • NON MGMT 401(K) (#002)32%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NON MGMT 401(K) (#002)67
  • INC. MGMT 401(K) (#001)36
Total 103Click row to drill in

Benefits portfolio analytics

2 plans / $2.3M premiums / 409 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • Other$99K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • COASTAL WORKPLACE BENEFITS, LLC40%
  • BXS INSURANCE INC35%
  • GALLAGHER BENEFIT SERVICES, INC.14%
  • NATIONAL ENROLLMENT PARTNERS LLC12%
Total $34K4 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

WALT MASSEY AUTOMOTIVE, INC. MGMT 401(K) PLAN

401k

Assets$1.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALT MASSEY AUTOMOTIVE, INC. NON MGMT 401(K) PLAN

401k

Assets$908K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALT MASSEY AUTOMOTIVE GROUP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHEILD OF ALABAMA

Premiums$1.3M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WALT MASSEY AUTOMOTIVE GROUP MEDICAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.0M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALT MASSEY AUTOMOTIVE, INC. MGMT 401(K) PLAN401k$1.9M362024
002WALT MASSEY AUTOMOTIVE, INC. NON MGMT 401(K) PLAN401k$908K672024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALT MASSEY AUTOMOTIVE GROUP HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHEILD OF ALABAMA$1.3M2212025
502WALT MASSEY AUTOMOTIVE GROUP MEDICAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.0M1882024
Retirement plans
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