PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUN AUTO TIRE & SERVICE, INC.
Sponsor portfolio

SUN AUTO TIRE & SERVICE, INC.

EIN 82-3087766-retail-Latest filing 2024
Plans
2
Retirement
1
$54.8M assets
Welfare
1
$3.2M premiums
Participants
8,669
1201 S ALMA SCHOOL RD #14000 - MESA, AZ 85210520-229-9380sun.autoLinkedIn5001-10000 employeesretail
Plans on this EIN
2 filings
#002401k-$54.8M - 4,298 part#501Mixed-$3.2M - 5,103 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 5,103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.6M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
  • Dental$906K
  • Vision$240K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • UNITEDHEALTHCARE INSURANCE COMPANY14%
  • EYEMED VISION CARE8%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $436K1 slice

Plan deep-dives

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

SUN AUTO TIRE & SERVICE, INC. 401(K) PLAN

401k

Assets$54.8M
Participants4,298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUN AUTO TIRE & SERVICE EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives5,103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SUN AUTO TIRE & SERVICE, INC. 401(K) PLAN401k$54.8M4,2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUN AUTO TIRE & SERVICE EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.2M5,1032024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica