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Sponsor portfolioWelfare / HealthEIN 93-0572810

LITHIA MOTORS INC

150 NORTH BARTLETT · MEDFORD, OR 97501
8008669213
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$37.1M
No prior year
Persons covered
49,291
No prior year
Total participants
21,709
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$37.1M
LITHIA MOTORS INC CAFETERIA PLAN
Fully insured49,291 covered·6 carriers
Primary: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$12.8M13.4%
Prescription drug$12.8M13.4%
Short-term disability$12.6M13.2%
Other$11.7M12.3%
Dental$11.5M12.1%
Life$11.5M12.1%
Long-term disability$11.5M12.1%
Vision$10.9M11.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$23.5M63.5%1421,577
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$12.8M34.4%131,115
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931171647
D
$481K1.3%111,118
CURALINC HEALTHCARE
EIN 331206383
Oth
$153K0.4%1123,240
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990107971
D
$106K0.3%11290
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
Oth
$20K0.1%1149,291

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE PARTNERS GROUPPORTLAND, ORGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.6M$0$1.6M75.5%1
MERCER HEALTH AND BENEFITS, LLCNORWOOD, MAGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$522K$0$522K23.9%1
PACIFIC ADVISORS LLCCLAREMONT, CAGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$13K$0$13K0.6%1
WEALTH DESIGN GROUP, LLCMEDFORD, ORGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3$0$30.0%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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