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Sponsor portfolioWelfare / HealthEIN 61-0715594

MONTGOMERY AUTOMOTIVE DEALERSHIPS, INC.

PO BOX 36184 · LOUISVILLE, KY 40213
5028829636
Plans filed
1
Years active
2017–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$278K
No prior year
Persons covered
351
No prior year
Total participants
223
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$278K
MONTGOMERY AUTOMOTIVE DEALERSHIP, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed351 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$186K26.3%
Life$143K20.2%
Short-term disability$143K20.2%
Long-term disability$143K20.2%
Dental$72K10.1%
Vision$21K3.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$143K51.4%11131
DELTA DENTAL OF CALIFORNIA
EIN 610659432
DV
$92K33.2%12351
AFLAC
EIN 570514130
Oth
$43K15.4%11110

Broker overview

14 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PADELTA DENTAL OF KENTUCKY, SUN LIFE ASSURANCE COMPANY OF CANADA, CONTINENTAL AMERICAN INSURANCE COMPANY$29K$3K$32K95.9%1
FIFTH THIRD INSURANCE AGENCY INCCINCINNATI, OHCONTINENTAL AMERICAN INSURANCE COMPANY$386$0$3861.2%1
AMY JOHANNEMANNFRENCH LICK, INCONTINENTAL AMERICAN INSURANCE COMPANY$314$0$3140.9%1
BRIAN GRAHAM INCLOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$261$0$2610.8%1
JOHN WHITTYLOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$195$0$1950.6%1
NJN LLCLOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$46$0$460.1%1
BLUE CROSS BLUE SHIELD OF FLORIDALOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$46$0$460.1%1
AKERS ENTERPRISES LLCFISHERVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$45$0$450.1%1
MARK GALVIN LLCELIZABETHTOWN, KYCONTINENTAL AMERICAN INSURANCE COMPANY$30$0$300.1%1
DAVID LUURTSEMALOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$14$0$140.0%1
REBECCA ANN DOEPKEPROSPECT, KYCONTINENTAL AMERICAN INSURANCE COMPANY$13$0$130.0%1
RONNIE LEE JANES JRLOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$7$0$70.0%1
SETH O AKERSTAYLORSVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$3$0$30.0%1
STEPHEN GODFREYLOUISVILLE, KYCONTINENTAL AMERICAN INSURANCE COMPANY$2$0$20.0%1

History & trajectory

9 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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