Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$426K
- Life$338K
- Short-term disability$264K
- Dental$88K
Sponsor portfolio
JIM BURKE FORD
EIN 95-2275238automotiveLatest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$426K premiums
Participants
615
2001 OAK STREET - BAKERSFIELD, CA 93301661-328-3755jimburkeford.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $426K premiums / 280 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA62%
- BLUE CROSS OF CALIFORNIA21%
- SUN LIFE ASSURANCE COMPANY OF CANADA17%
Broker market share
Schedule A broker compensation
38%top
- ASSUREDPARTNERS38%
- MAGNONE FINANCIAL SERVICES CORP24%
- CELIFLORA THOMPSON13%
- COMMERCIAL INSURANCE ASSOCIATES9%
- KRISTIN LEASE6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JIM BURKE FORD 401(K) PLAN
401k
Assets$28.8M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JIM BURKE FORD HEALTH AND WELFARE PLAN
Mixed - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$426K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JIM BURKE FORD 401(K) PLAN | 401k | $28.8M | 346 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JIM BURKE FORD HEALTH AND WELFARE PLAN | Mixed | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $426K | 280 | 2025 |
Retirement plans
Welfare plans