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Sponsor portfolio

TOYOTA OF SANTA MARIA

EIN 95-2089293-automotive-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$95K premiums
Participants
774
PO BOX 5759 - SANTA MARIA, CA 93456805-928-3881toyotasm.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$16.5M - 301 part#501Mixed-$95K - 335 lives

Benefits portfolio analytics

1 plan / $95K premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$70K
  • Other$70K
  • Long-term disability$40K
  • Vision$25K
Total $95K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • STANDARD INSURANCE COMPANY32%
  • SUN LIFE ASSURANCE COMPANY OF CANADA31%
  • VISION SERVICE PLAN26%
  • ANTHEM LIFE INSURANCE COMPANY11%
Total $95K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $13K1 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

TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST

401k

Assets$16.5M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTER & HOWARD, INC HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$95K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST401k$16.5M3012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTER & HOWARD, INC HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$95K3352024
Retirement plans
Welfare plans
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