Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Other$341K
- Life$336K
- Dental$224K
- Vision$198K
- +2 more
Sponsor portfolio
WALTERS AUTO SALES AND SERVICE, INC.
EIN 95-2510592automotiveLatest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$3.2M premiums
Participants
823
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 451 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- KAISER FOUNDATION HEALTH PLAN INC88%
- RELIANCE STANDARD LIFE INSURANCE COMPANY6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- DENTAL CARE PLUS, INC.1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
85%top
- HUB INTERNATIONAL MIDWEST LIMITED85%
- RICHARD HUBER INSURANCE SERVICES14%
- HUBER RICHARD BLAINE1%
- PATRICK JOYCE0%
- CHIMIENTI & ASSOCIATES0%
- +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#001
WALTER'S 401(K) RETIREMENT PLAN
401k
Assets$12.6M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALTERS AUTO SALES AND SERVICE, INC. CAFETERIA PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.2M
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALTER'S 401(K) RETIREMENT PLAN | 401k | $12.6M | 372 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALTERS AUTO SALES AND SERVICE, INC. CAFETERIA PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.2M | 451 | 2025 |
Retirement plans
Welfare plans