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Sponsor portfolio

NORM REEVES, INC.

EIN 95-2276602-retail-Latest filing 2025
Plans
2
Retirement
1
$58.1M assets
Welfare
1
$850K premiums
Participants
4,039
20322 SW ACACIA STREET, SUITE 100 - NEWPORT BEACH, CA 92660562-402-3844LinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$58.1M - 2,385 part#502Mixed-$850K - 1,779 lives

Benefits portfolio analytics

1 plan / $850K premiums / 1,779 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$728K
  • Short-term disability$728K
  • Long-term disability$728K
  • Other$728K
  • Dental$122K
  • Vision$122K
Total $850K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY86%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
Total $850K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • INSURANCE DECISION TECHNOLOGIES INC6%
Total $103K2 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

THE CAR GROUP 401(K) PLAN

401k

Assets$58.1M
Participants2,385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE CAR GROUP FLEXIBLE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$850K
Covered lives1,779
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CAR GROUP 401(K) PLAN401k$58.1M2,3852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE CAR GROUP FLEXIBLE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$850K1,7792025
Retirement plans
Welfare plans
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