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Sponsor portfolio

HAROLD GWATNEY CHEVROLET COMPANY

EIN 71-0301575-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$740K premiums
Participants
161
1301 T P WHITE DRIVE - JACKSONVILLE, AR 72076501-982-2102LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$4.0M - 103 part#501Mixed-$740K - 133 lives

Benefits portfolio analytics

1 plan / $740K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$663K
  • Dental$50K
  • Vision$15K
  • Health$12K
  • Other$12K
Total $740K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • QUALCHOICE LIFE AND HEALTH INSURANCE COMPANY85%
  • BLUE CROSS OF CALIFORNIA9%
  • AFLAC5%
  • MANHATTANLIFE2%
Total $740K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • UNKNOWN74%
  • PAMELA K HARMON8%
  • ACRISURE LLC7%
  • ALLISON R DEMPSEY3%
  • BAFFIN BAY MARKETING GROUP, LLC2%
  • +3 more
Total $28K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GWATNEY COMPANIES 401(K) PLAN

401k

Assets$4.0M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GWATNEY COMPANIES WELFARE PLAN

Mixed - QUALCHOICE LIFE AND HEALTH INSURANCE COMPANY

Premiums$740K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GWATNEY COMPANIES 401(K) PLAN401k$4.0M1032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GWATNEY COMPANIES WELFARE PLANMixedQUALCHOICE LIFE AND HEALTH INSURANCE COMPANY$740K1332025
Retirement plans
Welfare plans
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