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Sponsor portfolio

HALLMARK AUTO GROUP

EIN 93-4223873-automotive-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$345K premiums
Participants
379
1301 5TH AVENUE NORTH - BIRMINGHAM, AL 35203205-278-4164jimburke.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$5.5M - 172 part#501Mixed-$345K - 207 lives

Benefits portfolio analytics

1 plan / $345K premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$194K
  • Dental$150K
  • Vision$150K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
  • +1 more
Total $345K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HCC LIFE INSURANCE COMPANY56%
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
Total $345K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VALENT GROUP100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HALLMARK AUTO GROUP, LLC 401(K) SAVINGS PLAN

401k

Assets$5.5M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALLMARK AUTO GROUP EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$345K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALLMARK AUTO GROUP, LLC 401(K) SAVINGS PLAN401k$5.5M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALLMARK AUTO GROUP EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$345K2072025
Retirement plans
Welfare plans
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