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Sponsor portfolioWelfare / HealthEIN 86-0123463

COURTESY AUTOMOTIVE GROUP

1233 EAST CAMELBACK ROAD · PHOENIX, AZ 85014
6026043036
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$747K
No prior year
Persons covered
721
No prior year
Total participants
385
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$747K
COURTESY AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN
Fully insured721 covered·5 carriers
Primary: SHARP HEALTH PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$453K44.7%
Dental$213K21.1%
Vision$187K18.4%
Life$80K7.9%
Other$80K7.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SHARP HEALTH PLAN
EIN 330519730
H
$407K54.5%11107
EMPLOYER DENTAL SERVICES
EIN 860571422
DV
$187K25.0%11435
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$80K10.7%11721
MEDIEXCEL HEALTH PLAN
EIN 980689694
H
$46K6.2%1116
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$27K3.6%1221

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARK J MATSOCK & ASSOCIATES INCPHOENIX, AZSHARP HEALTH PLAN, EMPLOYER DRIVEN INSURANCE SERVICES, AMERICAN UNITED LIFE INSURANCE COMPANY, MEDIEXCEL HEALTH PLAN, DELTA DENTAL OF CALIFORNIA$49K$0$49K100.0%1

History & trajectory

10 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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