Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	CARR AUTO GROUP INC WRAP PLAN	Mixed	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	$318K	285	2025
002	CARR AUTO GROUP 401(K) RETIREMENT PLAN	Fully Insured	NATIONAL LIFE INSURANCE COMPANY	$0	3	2024

Retirement plans

Welfare plans

Sponsor portfolio

CARR AUTO GROUP, INC.

EIN 93-0959413Latest filing 2025

Plans

Retirement

$22.7M assets

Welfare

$318K premiums

Participants

993

PO BOX 4545, 15005 SW TUALATIN VALLEY HWY - BEAVERTON, OR 970764545503-644-2161

Plans on this EIN

3 filings

#002401k-$22.7M - 354 part #501Mixed-$318K - 285 lives #002Fully Insured-3 lives

Benefits portfolio analytics

2 plans / $318K premiums / 288 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$318K
Vision$270K
Life$270K
Short-term disability$270K
Long-term disability$270K
Other$270K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

85%top

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA85%
WILLAMETTE DENTAL INSURANCE, INC.15%

Broker market share

Schedule A broker compensation

Split broker

76%top

IMA, INC.76%
PROFESSIONAL GROUP PLANS INC19%
RISKPOINT INSURANCE ADVISORS LLC6%

Plan deep-dives

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

Retirement#002

CARR AUTO GROUP 401(K) RETIREMENT PLAN

401k

Assets$22.7M

Participants354

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501