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Sponsor portfolio

LBA REALTY, LLC

EIN 20-2138561-Latest filing 2025
Plans
2
Retirement
1
$56.6M assets
Welfare
1
$4.2M premiums
Participants
582
3347 MICHELSON DRIVE, SUITE 200 - IRVINE, CA 92612949-883-0400
Plans on this EIN
2 filings
#001401k-$56.6M - 332 part#501Fully Insured-$4.2M - 246 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Vision$4.1M
  • Prescription drug$4.1M
  • Life$106K
  • Short-term disability$106K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $4.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $133K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LBA REALTY 401(K) PLAN

401k

Assets$56.6M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LBA REALTY, LLC WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.2M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LBA REALTY 401(K) PLAN401k$56.6M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LBA REALTY, LLC WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.2M2462025
Retirement plans
Welfare plans
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