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Sponsor portfolioWelfare / HealthEIN 26-4703330

FORBES TODD AUTOMOTIVE II LLC

2710 OAK LAWN AVENUE · DALLAS, TX 75219
2143796522
Plans filed
4
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
239
No prior year
Total participants
247
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.5M
FORBES TODD AUTOMOTIVE II LLC EMPLOYEE BENEFIT PLAN
Mixed239 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$114K
FORBES TODD AUTOMOTIVE II LLC PRINCIPAL BENEFIT PLAN
Mixed291 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #503$65K
FORBES TODD AUTOMOTIVE II LLC AETNA BENEFIT PLAN
Fully insured205 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #504$23K
FORBES TODD AUTOMOTIVE II LLC LINCOLN BENEFIT PLAN
Fully insured205 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M85.0%
Other$76K5.0%
Short-term disability$63K4.2%
Life$48K3.2%
Long-term disability$38K2.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HOth
$1.3M89.7%12171
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$150K10.3%14239

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$40K$76K$116K100.0%1

History & trajectory

11 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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