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Sponsor portfolio

LUMMUS TECHNOLOGY LLC

EIN 13-0989425-Latest filing 2025
Plans
2
Retirement
1
$112.7M assets
Welfare
1
$9.7M premiums
Participants
1,178
5825 NORTH SAM HOUSTON PARKWAY WEST, UNIT 600 - HOUSTON, TX 77086973-893-2293
Plans on this EIN
2 filings
#001401k-$112.7M - 612 part#501Fully Insured-$9.7M - 1,074 lives

Benefits portfolio analytics

1 plan / $9.7M premiums / 1,074 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.9M
  • Prescription drug$7.9M
  • Other$1.8M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • +2 more
Total $9.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $9.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • EMPYREAN INSURANCE SERVICES, INC.0%
Total $373K2 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

LUMMUS TECHNOLOGY SAVINGS PLAN

401k

Assets$112.7M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUMMUS TECHNOLOGY, LLC GROUP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$9.7M
Covered lives1,074
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUMMUS TECHNOLOGY SAVINGS PLAN401k$112.7M6122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUMMUS TECHNOLOGY, LLC GROUP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$9.7M1,0742025
Retirement plans
Welfare plans
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