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Sponsor portfolio

HERZOG-MEIER AUTO CENTER

EIN 93-0989771-retail-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$169K premiums
Participants
275
4275 SW 139TH WAY - BEAVERTON, OR 97005503-372-3140herzogmeier.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$8.3M - 144 part#501Mixed-$169K - 131 lives

Benefits portfolio analytics

1 plan / $169K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$126K
  • Dental$41K
  • Life$2K
  • Short-term disability$2K
Total $169K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY72%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • KAISER FOUNDATION HEALTH PLAN INC3%
Total $169K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • HEARTSEASE LLC3%
  • HOLLI M GUIER2%
  • BENEFITS BY DESIGNS INC1%
  • WORKSITE BENEFITS GROUP INC1%
  • +3 more
Total $15K8 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

HERZOG-MEIER AUTO CENTER 401(K) PLAN

401k

Assets$8.3M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERZOG-MEIER

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$169K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERZOG-MEIER AUTO CENTER 401(K) PLAN401k$8.3M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERZOG-MEIERMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$169K1312025
Retirement plans
Welfare plans
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