Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$5.8M
- Vision$5.8M
- Life$5.8M
- Short-term disability$5.8M
- Long-term disability$5.8M
- Other$5.8M
Sponsor portfolio
LCM INVESTMENTS HOLDING II, LLC
EIN 20-4587299Latest filing 2025
Plans
2
Retirement
1
$118.5M assets
Welfare
1
$5.8M premiums
Participants
15,357
3031 NORTH ROCKY POINT DRIVE W, SUITE 770 - TAMPA, FL 336075805813-434-1993
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 7,239 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
64%top
- MCGRIFF INSURANCE SERVICES INC64%
- BKH HOLDINGS INC27%
- SBP, LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LCM INVESTMENTS HOLDINGS II, LLC 401(K) PLAN
401k
Assets$118.5M
Participants8,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LCM INVESTMENTS HOLDING II, LLC DBA MORGAN AUTOMOTIVE GROUP WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$5.8M
Covered lives7,239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LCM INVESTMENTS HOLDINGS II, LLC 401(K) PLAN | 401k | $118.5M | 8,095 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LCM INVESTMENTS HOLDING II, LLC DBA MORGAN AUTOMOTIVE GROUP WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5.8M | 7,239 | 2025 |
Retirement plans
Welfare plans