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Sponsor portfolio

PHIL LONG DEALERSHIPS, INC.

EIN 84-1393913-automotive-Latest filing 2024
Plans
2
Retirement
1
$64.7M assets
Welfare
1
$1.9M premiums
Participants
4,180
4045 SINTON ROAD - COLORADO SPRINGS, CO 80907719-667-2991phillong.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#002401k-$64.7M - 2,155 part#503Mixed-$1.9M - 2,023 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 2,023 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$488K
  • Other$457K
  • Short-term disability$401K
  • Dental$383K
  • Stop-loss$365K
  • Long-term disability$230K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA54%
  • GREAT MIDWEST INSURANCE COMPANY19%
  • STARMOUNT LIFE INSURANCE COMPANY17%
  • EYEMED VISION CARE4%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • WORLD INSURANCE ASSOCIATES LLC95%
  • MT. CARMEL INSURANCE AGENCY5%
Total $241K2 slices

Plan deep-dives

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

PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$64.7M
Participants2,155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PHIL LONG DEALERSHIPS, INC. GROUP MEDICAL, INSURANCE, DISABILITY PLAN

Mixed - GREAT MIDWEST INSURANCE COMPANY

Premiums$1.9M
Covered lives2,023
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN401k$64.7M2,1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PHIL LONG DEALERSHIPS, INC. GROUP MEDICAL, INSURANCE, DISABILITY PLANMixedGREAT MIDWEST INSURANCE COMPANY$1.9M2,0232024
Retirement plans
Welfare plans
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