PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CUMMINGS & LOCKWOOD LLC
Sponsor portfolio

CUMMINGS & LOCKWOOD LLC

EIN 06-0312590-law practice-Latest filing 2025
Plans
4
Retirement
1
$107.2M assets
Welfare
3
$4.7M premiums
Participants
828
SIX LANDMARK SQUARE 9TH FLOOR - STAMFORD, CT 06901203-327-1700cl-law.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$107.2M - 293 part#501Fully Insured-$4.5M - 227 lives#504Fully Insured-$134K - 193 lives#503Fully Insured-$70K - 188 lives

Benefits portfolio analytics

3 plans / $4.7M premiums / 608 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$4.3M
  • Health$4.3M
  • Dental$173K
  • Short-term disability$134K
  • Long-term disability$134K
  • Life$70K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE0%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CORPORATE SYNERGIES GROUP LLC94%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $163K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CUMMINGS & LOCKWOOD EMPLOYEES 401(K) SAVINGS PLAN

401k

Assets$107.2M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUMMINGS & LOCKWOOD LLC HEALTH INSURANCE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CUMMINGS & LOCKWOOD LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$134K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CUMMINGS & LOCKWOOD LLC TERM LIFE ADDT'L. LIFE AND AD&D

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$70K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CUMMINGS & LOCKWOOD EMPLOYEES 401(K) SAVINGS PLAN401k$107.2M2932024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUMMINGS & LOCKWOOD LLC HEALTH INSURANCE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.5M2272025
504CUMMINGS & LOCKWOOD LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$134K1932025
503CUMMINGS & LOCKWOOD LLC TERM LIFE ADDT'L. LIFE AND AD&DFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$70K1882025
Retirement plans
Welfare plans
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