Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$178K
- Other$178K
- Short-term disability$149K
- Long-term disability$149K
- Dental$34K
- Vision$9K
Sponsor portfolio
BILL ALEXANDER FORD LINCOLN MERCURY, INC.
EIN 86-0393506automotiveLatest filing 2024
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$220K premiums
Participants
342
801 E. 32ND STREET - YUMA, AZ 85365928-344-2200billalexanderford.comLinkedIn11-50 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $220K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA68%
- UNITED CONCORDIA INSURANCE COMPANY15%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
32%top
- HUB INTERNATIONAL MIDWEST LIMITED32%
- TRANS CITY INSURANCE AGENCY17%
- MARINA C LOVE16%
- JB & H LLC7%
- BROWN & BROWN INSURANCE SERVICES6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$7.0M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BILL ALEXANDER AUTOMOTIVE GROUP WELFARE BENEFITS PLAN
Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$220K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | 401k | $7.0M | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BILL ALEXANDER AUTOMOTIVE GROUP WELFARE BENEFITS PLAN | Mixed | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220K | 181 | 2024 |
Retirement plans
Welfare plans