Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Other$463K
- Short-term disability$307K
- Dental$155K
- Vision$155K
- +1 more
Sponsor portfolio
COURTESY AUTOMOTIVE GROUP, INC.
EIN 72-1167452farmingLatest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$2.7M premiums
Participants
460
4750 JOHNSTON STREET - LAFAYETTE, LA 70503337-278-7624courtesyvalue.comLinkedIn1-10 employeesfarming
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 350 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
75%top
- ASSUREDPARTNERS75%
- JOEY MIGUES8%
- GIS BENEFITS INC4%
- AXA ASSISTANCE, USA4%
- SCOTT J CHAMBERS3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COURTESY AUTOMOTIVE GROUP 401(K) PLAN
401k
Assets$3.8M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COURTESY AUTOMOTIVE GROUP, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA
Premiums$2.7M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COURTESY AUTOMOTIVE GROUP 401(K) PLAN | 401k | $3.8M | 109 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COURTESY AUTOMOTIVE GROUP, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $2.7M | 350 | 2025 |
Retirement plans
Welfare plans