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Sponsor portfolio

COURTESY AUTO GROUP

EIN 84-1058308-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$787K premiums
Participants
299
7590 SOUTH BROADWAY - LITTLETON, CO 80122303-795-7800
Plans on this EIN
2 filings
#001401k-$8.5M - 194 part#501Fully Insured-$787K - 105 lives

Benefits portfolio analytics

1 plan / $787K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$732K
  • Other$47K
  • Life$42K
  • Dental$37K
  • Long-term disability$14K
Total $787K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $787K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • PACIFIC ADVISORS OF OREGON LLC0%
Total $17K2 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

COURTESY AUTO GROUP 401(K) RETIREMENT PLAN

401k

Assets$8.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COURTESY AUTOMOTIVE GROUP WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF COLORADO

Premiums$787K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COURTESY AUTO GROUP 401(K) RETIREMENT PLAN401k$8.5M1942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COURTESY AUTOMOTIVE GROUP WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF COLORADO$787K1052025
Retirement plans
Welfare plans
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