Assets by plan
Share of aggregate retirement assets
Filings through .
Walt Massey Automotive, Inc.
EIN 64-0828419automotiveLatest filing 2025
Plans
4
Retirement
2
$3.8M assets
Health & Benefits
2
$2.3M premiums
Participants
245
11241 OLD 63 SOUTH - LUCEDALE, MS 39452601-247-0133waltmassey.comLinkedIn201-500 employeesautomotive
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $3.8M assets / 110 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WALT MASSEY AUTOMOTIVE, INC. MGMT 401(K) PLAN
401(k)
Assets$2.4M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WALT MASSEY AUTOMOTIVE, INC. NON MGMT 401(K) PLAN
401(k)
Assets$1.4M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WALT MASSEY AUTOMOTIVE GROUP HEALTH AND WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS AND BLUE SHEILD OF ALABAMA
Premiums$1.3M
Covered lives221
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
WALT MASSEY AUTOMOTIVE GROUP MEDICAL PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.0M
Covered lives188
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WALT MASSEY AUTOMOTIVE, INC. MGMT 401(K) PLAN | 401(k) | $2.4M | 41 | 2025 |
| #002 | WALT MASSEY AUTOMOTIVE, INC. NON MGMT 401(K) PLAN | 401(k) | $1.4M | 69 | 2025 |
- #001 · 401(k) · 202541
- #002 · 401(k) · 202569
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WALT MASSEY AUTOMOTIVE GROUP HEALTH AND WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHEILD OF ALABAMA | $1.3M | 221 | 2025 |
| #502 | WALT MASSEY AUTOMOTIVE GROUP MEDICAL PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $1.0M | 188 | 2024 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHEILD OF ALABAMA · 2025221
- #502 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2024188
Retirement plans
Health & Benefits plans