PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE LOOMIS COMPANY
Sponsor portfolio

THE LOOMIS COMPANY

EIN 23-2238132-insurance-Latest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$1.1M premiums
Participants
608
P.O. BOX 7011 - WYOMISSING, PA 19610610-374-4040loomisco.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$20.9M - 359 part#501Fully Insured-$1.1M - 310 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$642K
  • Life$158K
  • Dental$155K
  • Other$110K
  • Short-term disability$71K
  • Long-term disability$65K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • WESTPORT INSURANCE CORPORATION58%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA17%
  • UNITED CONCORDIA INSURANCE COMPANY14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • HCC LIFE INSURANCE COMPANY3%
  • +2 more
Total $1.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • THE LOOMIS COMPANY36%
  • PAUL STANLEY JR25%
  • ROBERT P BARBATI6%
  • MITCHELL H BESVINICK6%
  • ADVANCED BENEFIT SYSTEM INC5%
  • +3 more
Total $18K8 slices

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 LOOMIS COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$20.9M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LOOMIS COMPANY HEALTH & WELFARE

Fully Insured - SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION

Premiums$1.1M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LOOMIS COMPANY 401(K) PROFIT SHARING PLAN401k$20.9M3592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LOOMIS COMPANY HEALTH & WELFAREFully InsuredSWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION$1.1M3102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica