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Sponsor portfolioWelfare / HealthEIN 20-0772500

SB AUTOMOTIVE LLLP SANTA BARBARA AUTO GROUP

402 SOUTH HOPE AVENUE · SANTA BARBARA, CA 93105
8056822000
Plans filed
3
Years active
2018–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
197
No prior year
Total participants
197
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.3M
SANTA BARBARA AUTO GROUP WELFARE PLAN
Fully insured197 covered·4 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICES
Plan #502$105K
SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN
Fully insured141 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #503$37K
SANTA BARBARA AUTO GROUP LIFE INSURANCE PLAN
Fully insured161 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M39.7%
Prescription drug$1.1M39.7%
Life$95K3.5%
Short-term disability$95K3.5%
Long-term disability$95K3.5%
Other$95K3.5%
Dental$91K3.3%
Vision$91K3.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$860K67.6%11124
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$226K17.8%1134
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$95K7.5%11197
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$91K7.1%11137

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERSAN FRANCISCO, CAKAISER FOUNDATION HEALTH PLAN, INC., CALIFORNIA PHYSICIANS' SERVICES, SUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$30K$50K$79K85.4%1
SYNERGY ENROLLMENT & BENEFITS LLCSAN DIEGO, CASUN LIFE ASSURANCE COMPANY OF CANADA$14K$0$14K14.6%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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