Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$590K
- Life$529K
- Short-term disability$529K
- Long-term disability$529K
- Vision$68K
Filings through .
Top hat
Loretto Management Corporation
EIN 22-2873640medical practiceLatest filing 2025
Plans
2
Retirement
1
$62.8M assets
Health & Benefits
1
$658K premiums
Participants
2,937
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 / $658K premiums / 2,076 covered lives
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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#003
LORETTO EMPLOYEE 401(K) SAVINGS PLAN
401(k)
Assets$62.8M
Participants861
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
LORETTO MANAGEMENT CORPORATION HEALTH AND WELFARE BENEFIT PLAN
Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$658K
Covered lives2,076
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LORETTO EMPLOYEE 401(K) SAVINGS PLAN | 401(k) | $62.8M | 861 | 2025 |
- #003 · 401(k) · 2025861
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | LORETTO MANAGEMENT CORPORATION HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE AND HEALTH INSURANCE COMPANY | $658K | 2,076 | 2025 |
- #506 · Mixed · SUN LIFE AND HEALTH INSURANCE COMPANY · 20252,076
Retirement plans
Health & Benefits plans