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Sponsor portfolio

AUGARTEN LTD., D/B/A CYPRESS COAST FORD LINCOLN MERCURY

EIN 77-0121753-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$1.1M premiums
Participants
227
#4 GEARY PLAZA - SEASIDE, CA 93955831-899-8300
Plans on this EIN
2 filings
#001401k-$3.6M - 110 part#501Fully Insured-$1.1M - 117 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$14K
  • Life$8K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • CONTINENTAL AMERICA INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • ACRISURE LLC89%
  • BENEFITS MATCHMAKING LLC6%
  • BRIAN W PATTEN4%
  • JONATHAN DAVID BESWARICK1%
  • HEATHER M BARTLEY1%
  • +2 more
Total $61K7 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

CYPRESS COAST 401(K) PLAN

401k

Assets$3.6M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CYPRESS COAST GROUP WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$1.1M
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CYPRESS COAST 401(K) PLAN401k$3.6M1102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CYPRESS COAST GROUP WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$1.1M1172025
Retirement plans
Welfare plans
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