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Sponsor portfolioTH

BILL LUKE CHRYSLER JEEP DODGE INC

EIN 86-0668231-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$9.8M premiums
Participants
814
2425 WEST CAMELBACK ROAD - PHOENIX, AZ 85015602-336-1413
Plans on this EIN
2 filings
#002401k-$10.9M - 487 part#501Mixed-$9.8M - 460 lives

Benefits portfolio analytics

1 plan / $9.8M premiums / 460 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$9.6M
  • Life$283K
  • Short-term disability$283K
  • Long-term disability$283K
  • Dental$219K
  • Vision$182K
Total $9.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • ATLANTIC COAST LIFE63%
  • UNITED STATES FIRE INSURANCE COMPANY32%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • SOLSTICE BENEFITS, INC0%
Total $9.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MJ INSURANCE58%
  • UNKNOWN31%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
Total $199K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BILL LUKE CHRYSLER JEEP & DODGE, INC. 401(K) PLAN

401k

Assets$10.9M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BILL LUKE CHRYSLER JEEP DODGE INC WELFARE BENEFIT PLAN

Mixed - ATLANTIC COAST LIFE

Premiums$9.8M
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BILL LUKE CHRYSLER JEEP & DODGE, INC. 401(K) PLAN401k$10.9M4872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BILL LUKE CHRYSLER JEEP DODGE INC WELFARE BENEFIT PLANMixedATLANTIC COAST LIFE$9.8M4602025
Retirement plans
Welfare plans
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