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Sponsor portfolio

LARSON FINANCIAL GROUP, LLC

EIN 20-4773945-financial services-Latest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$698K premiums
Participants
494
14567 N. OUTER 40 - CHESTERFIELD, MO 63017314-438-2088larson.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$12.2M - 304 part#502Fully Insured-$698K - 357 lives

Benefits portfolio analytics

1 plan / $698K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$616K
  • Dental$616K
  • Vision$616K
  • Prescription drug$616K
  • Life$82K
  • Short-term disability$82K
  • +2 more
Total $698K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HEALTH NET88%
  • ANTHEM LIFE INSURANCE COMPANY12%
Total $698K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $24K1 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

LARSON FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$12.2M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LARSON FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN

Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$698K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LARSON FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$12.2M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LARSON FINANCIAL GROUP, LLC WELFARE BENEFIT PLANFully InsuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$698K3572025
Retirement plans
Welfare plans
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