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Original filing (PDF)20251231111616NAL0046058802001

ESKRIDGE AUTO GROUP, LLC

Form 5500
FILING_RECEIVED
ESKRIDGE AUTO GROUP HEALTH PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
181
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESKRIDGE AUTO GROUP, LLC.
Plan sponsor
Name
ESKRIDGE AUTO GROUP, LLC
EIN
73-1486292
Address
700 W MEMORIAL RD · OKLAHOMA CITY, OK · 731142012
Phone
(405) 755-9000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
546
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-31
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

7 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
TIM LEAKEOKLAHOMA CITY, OKBROKER$39K
GROUP BENEFIT SERVICES43-1770779SPRINGFIELD, MOBROKER$19K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
GROUP BENEFIT SERVICES, INC43-1770779SPRINGFIELD, MOTHIRD PARTY ADMINISTRATOR$90K
Insurance
2
NameEINLocationRelationDirect compIndirect comp
CRUM & FORSTER81-2359623PHOENIX, AZSTOP LOSS INS CARRIER$364K
AETNA LIFE INSURANCE COMPANY06-6033492CHICAGO, ILSTOP LOSS INS CARRIER$21K
Other
2
NameEINLocationRelationDirect compIndirect comp
AETNA LIFE INSURANCE COMPANY06-6033492CHICACO, ILPPO NETWORK$30K
THE PHIA GROUP, LLC04-3504115CANTON, MAPPO NETWORK$27K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.