PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOGISTICS PLUS, INC.
Sponsor portfolio

LOGISTICS PLUS, INC.

EIN 16-1570188-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$4.0M premiums
Participants
1,082
1406 PEACH STREET - ERIE, PA 16501814-461-7638logisticsplus-ks.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$19.3M - 615 part#501Fully Insured-$4.0M - 664 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$172K
  • Other$133K
  • Short-term disability$47K
  • Prescription drug$34K
  • Vision$26K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA4%
  • UNIVERSITY HEALTH ALLIANCE1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LILLIS MCKIBBEN BONGIOVANNI & CO91%
  • PROFESSIONAL GROUP PLANS INC5%
  • FMLASOURCE INC4%
  • ATLAS INSURANCE AGENCY, INC.1%
Total $171K4 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

LOGISTICS PLUS 401(K) PROFIT SHARING PLAN

401k

Assets$19.3M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOGISTICS PLUS, INC. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$4.0M
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOGISTICS PLUS 401(K) PROFIT SHARING PLAN401k$19.3M6152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOGISTICS PLUS, INC. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$4.0M6642025
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