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Sponsor portfolioTH

LOBAR ASSOCIATES, INC.

EIN 23-2450611-construction-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$670K premiums
Participants
431
P.O. BOX 432 - DILLSBURG, PA 170190432717-432-3429lobarassoc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$11.8M - 190 part#501Mixed-$670K - 241 lives

Benefits portfolio analytics

1 plan / $670K premiums / 241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$546K
  • Life$106K
  • Long-term disability$106K
  • Other$106K
  • Health$18K
Total $670K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HM LIFE INSURANCE COMPANY81%
  • METROPOLITAN LIFE INSURANCE COMPANY16%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
Total $670K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AIA AMERICAN INS ADMINISTRATORS LLC100%
Total $11K1 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

LOBAR ASSOCIATES, INC. RETIREMENT PLAN

401k

Assets$11.8M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOBAR ASSOCIATES, INC. PREMIUM CONVERSION PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$670K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOBAR ASSOCIATES, INC. RETIREMENT PLAN401k$11.8M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOBAR ASSOCIATES, INC. PREMIUM CONVERSION PLANMixedHM LIFE INSURANCE COMPANY$670K2412025
Retirement plans
Welfare plans
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