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Sponsor portfolio

LOOKOUT, INC.

EIN 02-0737613-retail-Latest filing 2024
Plans
2
Retirement
1
$38.7M assets
Welfare
1
$5.3M premiums
Participants
622
2750 N 1ST ST, STE. 200 - SAN JOES, CA 95131415-964-5627LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$38.7M - 419 part#501Fully Insured-$5.3M - 704 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 704 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Prescription drug$4.7M
  • Dental$273K
  • Other$231K
  • Life$165K
  • Long-term disability$54K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • +2 more
Total $5.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $289K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LOOKOUT, INC. 401(K) PLAN

401k

Assets$38.7M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOOKOUT, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOOKOUT, INC. 401(K) PLAN401k$38.7M4192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOOKOUT, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.3M7042024
Retirement plans
Welfare plans
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