Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Other$117K
- Life$116K
- Long-term disability$116K
- Dental$72K
- +1 more
Sponsor portfolio
H.F. LENZ COMPANY
EIN 25-1007465designLatest filing 2024
Plans
2
Retirement
1
$55.9M assets
Welfare
1
$1.8M premiums
Participants
431
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UPMC HEALTH OPTIONS92%
- AMERICAN UNITED LIFE INSURANCE COMPANY6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN
401k
Assets$55.9M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
H.F. LENZ COMPANY WELFARE BENEFIT PLAN
Mixed - UPMC HEALTH OPTIONS
Premiums$1.8M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN | 401k | $55.9M | 249 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | H.F. LENZ COMPANY WELFARE BENEFIT PLAN | Mixed | UPMC HEALTH OPTIONS | $1.8M | 305 | 2024 |
Retirement plans
Welfare plans