Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.9M
- Dental$7.9M
- Vision$7.9M
- Short-term disability$419K
- Other$94K
- Life$54K
- +1 more
Sponsor portfolio
THE LOCKWOOD GROUP, LLC
EIN 20-8025205Latest filing 2025
Plans
2
Retirement
1
$45.0M assets
Welfare
1
$8.4M premiums
Participants
817
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.4M premiums / 815 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- RELIANCE STANDARD LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
80%top
- MICHAEL JOHNSON80%
- JOHNSON, MICHAEL20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE LOCKWOOD GROUP, LLC 401K PROFIT SHARING PLAN & TRUST
401k
Assets$45.0M
Participants439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE LOCKWOOD GROUP HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.4M
Covered lives815
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE LOCKWOOD GROUP, LLC 401K PROFIT SHARING PLAN & TRUST | 401k | $45.0M | 439 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE LOCKWOOD GROUP HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $8.4M | 815 | 2025 |
Retirement plans
Welfare plans