Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$85K
- Long-term disability$22K
- Short-term disability$18K
- Life$15K
- +2 more
Sponsor portfolio
LUTZE, INC.
EIN 22-2421555industrial automationLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$1.5M premiums
Participants
170
13330 S RIDGE DRIVE - CHARLOTTE, NC 28273978-410-7037lutze.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 147 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
54%top
- HARRY LORE54%
- NFP INSURANCE SERVICES INC46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUTZE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$5.2M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LUTZE, INC PLAN OFFERINGS
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.5M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUTZE, INC. 401(K) PROFIT SHARING PLAN | 401k | $5.2M | 57 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LUTZE, INC PLAN OFFERINGS | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.5M | 147 | 2025 |
Retirement plans
Welfare plans