PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALAVAN MOTORS-KWA, LLC
Sponsor portfolio

CALAVAN MOTORS-KWA, LLC

EIN 85-4145892-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$408K premiums
Participants
282
1301 THORNTON ROAD - LITHIA SPRINGS, GA 30122505-780-2041
Plans on this EIN
2 filings
#001401k-$1.6M - 143 part#501Fully Insured-$408K - 139 lives

Benefits portfolio analytics

1 plan / $408K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$304K
  • Dental$43K
  • Vision$43K
  • Short-term disability$31K
  • Long-term disability$16K
  • Life$14K
  • +1 more
Total $408K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $408K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • FIDELITY INSURANCE AGENCY INC73%
  • CENTERSTONE INSURANCE AND FINANCIAL25%
  • PATRICK SREENAN1%
  • NPC FINANCIAL INC.0%
Total $62K4 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

CALAVAN CARS 401(K) PLAN

401k

Assets$1.6M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALAVAN AUTOMOTIVE HOLDINGS, LLC

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$408K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALAVAN CARS 401(K) PLAN401k$1.6M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALAVAN AUTOMOTIVE HOLDINGS, LLCFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$408K1392025
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