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  2. ROBERT L. LIPTON, INC. DBA LIPTON TOYOTA
Sponsor portfolio

ROBERT L. LIPTON, INC. DBA LIPTON TOYOTA

EIN 65-0131357-Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$1.1M premiums
Participants
274
1700 WEST OAKLAND PARK BOULEVARD - FORT LAUDERDALE, FL 33311954-735-1330
Plans on this EIN
2 filings
#001401k-$9.5M - 126 part#501Fully Insured-$1.1M - 148 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Other$92K
  • Life$66K
  • Dental$65K
  • Vision$62K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • UPMC HEALTH OPTIONS44%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • AFLAC3%
  • USABLE LIFE0%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BROWN & BROWN INSURANCE SERVICES95%
  • ASHLEY EMPOWERMENT SERVICES, INC.2%
  • BONNETT AND ASSOCIATES LLC1%
  • JODI ELLEN COLEMAN1%
  • KENNETH A. BREMMAM0%
  • +2 more
Total $74K7 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

ROBERT L. LIPTON INC. DBA LIPTON TOYOTA 401(K) PROFIT SHARING PLAN

401k

Assets$9.5M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HEALTH AND WELFARE PLAN FOR ROBERT L LIPTON INC

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.1M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT L. LIPTON INC. DBA LIPTON TOYOTA 401(K) PROFIT SHARING PLAN401k$9.5M1262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HEALTH AND WELFARE PLAN FOR ROBERT L LIPTON INCFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.1M1482025
Retirement plans
Welfare plans
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