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Sponsor portfolio

BUCKNO LISICKY & COMPANY

EIN 23-2426656-accounting-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$205K premiums
Participants
112
645 HAMILTON STREET, SUITE 204 - ALLENTOWN, PA 181012108610-821-8580bucknolisicky.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$15.9M - 70 part#501Mixed-$205K - 47 lives

Benefits portfolio analytics

1 plan / $205K premiums / 47 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$149K
  • Dental$26K
  • Vision$26K
  • Other$19K
  • Life$18K
  • Long-term disability$12K
Total $205K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITEDHEALTHCARE INSURANCE COMPANY72%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • BLUE CROSS OF CALIFORNIA12%
Total $205K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $6K1 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

BUCKNO LISICKY & COMPANY 401(K) PLAN

401k

Assets$15.9M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUCKNO LISICKY & COMPANY EMPLOYEE BENEFIT PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$205K
Covered lives47
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BUCKNO LISICKY & COMPANY 401(K) PLAN401k$15.9M702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUCKNO LISICKY & COMPANY EMPLOYEE BENEFIT PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$205K472024
Retirement plans
Welfare plans
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