PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BILL ALEXANDER FORD LINCOLN MERCURY, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 86-0393506

BILL ALEXANDER FORD LINCOLN MERCURY, INC.

801 E. 32ND STREET · YUMA, AZ 85365
9843442200
Plans filed
1
Years active
2015–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
$220K
No prior year
Persons covered
181
No prior year
Total participants
123
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$220K
BILL ALEXANDER AUTOMOTIVE GROUP WELFARE BENEFITS PLAN
Mixed181 covered·4 carriers
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$178K25.5%
Other$178K25.5%
Short-term disability$149K21.4%
Long-term disability$149K21.4%
Dental$34K4.8%
Vision$9K1.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDLTDOth
$149K67.8%11104
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$34K15.3%1171
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$28K12.8%12181
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$9K4.1%11139

Broker overview

32 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDPHOENIX, AZUNITED CONCORDIA INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$9K$2K$11K32.1%1
TRANS CITY INSURANCE AGENCYSCOTTSDALE, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$0$6K17.2%1
MARINA C LOVERIO RICO, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5K$0$5K15.6%1
JB & H LLCVAIL, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K7.1%1
BROWN & BROWN INSURANCE SERVICESYUMA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$166$2K6.4%1
KURZ & VALDEZ BENEFIT ENROLLMENT SOPEORIA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$714$789$2K4.4%1
DONNA MARIE STOLLPANAMA CITY, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K3.9%1
PAUL A BYNUMTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$933$0$9332.7%1
SUSAN HENDRICKSPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$558$2$5601.6%1
JOHANTH ESCOBAR ALVARADOSAN LUIS, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$386$143$5291.5%1
R AND T FIGUEROA LLCTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$430$20$4501.3%1
GCG FINANCIAL LLCAPACHE JUNCTION, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$393$0$3931.2%1
MARQUEZ BENEFIT GROUP LLCPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$392$0$3921.1%1
KPW INCEL PASO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$45$134$1790.5%1
JAMES BELLLA JOLLA, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$172$3$1750.5%1
STEVEN ROBERT KURZPEORIA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$78$92$1700.5%1
MANUEL DE CABRERAPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$162$0$1620.5%1
JEFFREY THOMASTEMPE, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$148$0$1480.4%1
NOAH OROPEZALITCHFIELD PARK, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$59$51$1100.3%1
LUIS RAFAEL VALLESAN BERNARDINO, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$71$0$710.2%1
CARLOS D ESPINOSAELFRIDA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$69$0$690.2%1
RENE ADRIAN RODRIGUEZPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$36$0$360.1%1
LYNN MENDOZAYUMA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$33$0$330.1%1
JOSEPH QUINTANAPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$21$0$210.1%1
VINCENT TAYLOR ECHOLSTHATCHER, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$15$0$150.0%1
PECK FINANCIAL SERVICES INCPEORIA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$12$0$120.0%1
TOWERS BENEFITS GROUP LLCPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%1
CASSANDRA EPSTEINRIVERVIEW, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$10$0$100.0%1
LAURA M COXTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8$0$80.0%1
MICHAEL C WALKERPOWAY, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$3$80.0%1
GLORIA GUERRAPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7$0$70.0%1
EC BENEFITS INCPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4$0$40.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica