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  2. CHALMERS FORD INC
Sponsor portfolio

CHALMERS FORD INC

EIN 85-0428532-automotive-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$550K premiums
Participants
442
2500 RIO RANCHO BLVD - RIO RANCHO, NM 87124505-897-2500chalmersford.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$7.8M - 246 part#501Fully Insured-$550K - 256 lives

Benefits portfolio analytics

1 plan / $550K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$441K
  • Stop-loss$441K
  • Dental$109K
  • Vision$109K
  • Life$109K
Total $550K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THP INSURANCE COMPANY80%
  • PRINCIPAL LIFE INSURANCE COMPANY20%
Total $550K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • AXCESS FINANCIAL GROUP78%
  • PARAGON PARTNERS LTD22%
Total $13K2 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

CHALMERS FORD 401(K) PLAN

401k

Assets$7.8M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DON CHALMERS FORD INC WELFARE BENEFIT PLAN

Fully Insured - THP INSURANCE COMPANY

Premiums$550K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHALMERS FORD 401(K) PLAN401k$7.8M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DON CHALMERS FORD INC WELFARE BENEFIT PLANFully InsuredTHP INSURANCE COMPANY$550K2562025
Retirement plans
Welfare plans
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