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Sponsor portfolio

BOB UTTER FORD

EIN 75-1255763-retail-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$528K premiums
Participants
245
2525 TEXOMA PARKWAY - SHERMAN, TX 75090800-259-3560LinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$7.9M - 121 part#501Mixed-$528K - 222 lives

Benefits portfolio analytics

1 plan / $528K premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$487K
  • Other$40K
  • Life$4K
Total $528K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
  • AMERICAN UNITED LIFE INSURANCE COMPANY1%
Total $528K3 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • SGL PARTNERS, LLC41%
  • AMANDA M GRIFFITH35%
  • REUBEN WARNER ASSOCIATES, INC.22%
  • WALKER, AMANDA2%
Total $168K4 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

BOB UTTER FORD, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$7.9M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOB UTTER FORD EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$528K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOB UTTER FORD, LTD. 401(K) PROFIT SHARING PLAN401k$7.9M1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOB UTTER FORD EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$528K2222025
Retirement plans
Welfare plans
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