Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$244K
- Dental$244K
- Vision$244K
- Other$186K
- Short-term disability$178K
- Long-term disability$178K
- +1 more
Sponsor portfolioTH
SANTA MARGARITA FORD
EIN 95-4019104automotiveLatest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$1.5M premiums
Participants
430
30031 SANTA MARGARITA PARKWAY - RANCHO SANTA MARGARITA, CA 92688949-766-2000santamargaritaford.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 230 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- AETNA LIFE INSURANCE COMPANY88%
- AMERICAN FIDELITY ASSURANCE COMPANY12%
- BLUE CROSS OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
88%top
- LISA BETH HOLMES88%
- ASSURANCE AGENCY LTD12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SANTA MARGARITA FORD 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SANTA MARGARITA FORD
Fully Insured - AETNA HEALTH, INC
Premiums$1.5M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SANTA MARGARITA FORD 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 217 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SANTA MARGARITA FORD | Fully Insured | AETNA HEALTH, INC | $1.5M | 230 | 2025 |
Retirement plans
Welfare plans