Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Vision$14K
- Long-term disability$12K
- Short-term disability$12K
- +2 more
Sponsor portfolio
LYONS GROUP LTD
EIN 04-2707878Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.9M premiums
Participants
1,019
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 219 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- HP PLANNING LLC100%
- MARSH & MCLENNAN AGENCY LLC0%
- ROBERT G. RELPH AGENCY, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LYONS GROUP 401(K) PLAN
401k
Assets$8.0M
Participants827
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LYONS GROUP HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.9M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LYONS GROUP 401(K) PLAN | 401k | $8.0M | 827 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LYONS GROUP HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.9M | 219 | 2025 |
Retirement plans
Welfare plans