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Sponsor portfolio

CS TOY AUTOMOTIVE LLC DBA MARK JACOBSON TOYOTA

EIN 85-3416634-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.4M premiums
Participants
398
PO BOX 51699 - DURHAM, NC 27717919-281-1451
Plans on this EIN
2 filings
#001401k-$5.7M - 235 part#501Fully Insured-$1.4M - 213 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$91K
  • Vision$91K
  • Life$91K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GALLAGHER BENEFIT SERVICES, INC.92%
  • GIS BENEFITS INC8%
Total $69K2 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

MARK JACOBSON TOYOTA 401(K) PROFIT SHARING PLAN

401k

Assets$5.7M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CS TOY AUTOMOTIVE LLC WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARK JACOBSON TOYOTA 401(K) PROFIT SHARING PLAN401k$5.7M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CS TOY AUTOMOTIVE LLC WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.4M2132025
Retirement plans
Welfare plans
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