Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$453K
- Dental$213K
- Vision$187K
- Life$80K
- Other$80K
Sponsor portfolio
COURTESY AUTOMOTIVE GROUP
EIN 86-0123463automotiveLatest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$747K premiums
Participants
1,341
1233 EAST CAMELBACK ROAD - PHOENIX, AZ 85014602-604-3036courtesychev.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $747K premiums / 721 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- SHARP HEALTH PLAN55%
- EMPLOYER DENTAL SERVICES25%
- AMERICAN UNITED LIFE INSURANCE COMPANY11%
- MEDIEXCEL HEALTH PLAN6%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
100%top
- MARK J MATSOCK & ASSOCIATES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COURTESY AUTOMOTIVE GROUP 401(K) PLAN
401k
Assets$19.7M
Participants956
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COURTESY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN
Fully Insured - SHARP HEALTH PLAN
Premiums$747K
Covered lives721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COURTESY AUTOMOTIVE GROUP 401(K) PLAN | 401k | $19.7M | 956 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COURTESY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN | Fully Insured | SHARP HEALTH PLAN | $747K | 721 | 2025 |
Retirement plans
Welfare plans