Assets by plan
Share of aggregate retirement assets
Filings through .
Lloyd's America, Inc.
EIN 13-4065513Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Health & Benefits
0
Participants
61
200 W MAIN - FRANKFORT, KY 40601502-875-5940
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 61 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LLOYD'S AMERICA, INC. 401(K) PLAN
401(k)
Assets$5.7M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LLOYD'S AMERICA LEGACY PENSION PLAN
Traditional DB
Assets$2.1M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LLOYD'S AMERICA, INC. 401(K) PLAN | 401(k) | $5.7M | 41 | 2025 |
| #002 | LLOYD'S AMERICA LEGACY PENSION PLAN | Traditional DB | $2.1M | 20 | 2025 |
- #001 · 401(k) · 202541
- #002 · Traditional DB · 202520
Retirement plans