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
Filings through .
LCM Investments Holdings II, LLC
EIN 20-4587299Retail TradeLatest filing 2025
Plans
2
Retirement
1
$154.1M assets
Health & Benefits
1
$5.8M premiums
Participants
16,146
3031 N ROCKY POINT DR W, STE 770 - TAMPA, FL 33607813-434-1992
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $5.8M premiums / 7,239 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LCM INVESTMENTS HOLDINGS II, LLC 401(K) PLAN
401(k)
Assets$154.1M
Participants8,884
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LCM INVESTMENTS HOLDINGS II, LLC 401(K) PLAN | 401(k) | $154.1M | 8,884 | 2025 |
- #001 · 401(k) · 20258,884
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20257,239
Retirement plans
Health & Benefits plans