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Sponsor portfolio

LUCIDWORKS, INC.

EIN 26-0645583-computer networking-Latest filing 2025
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$1.0M premiums
Participants
410
235 MONTGOMERY STREET, SUITE 500 - SAN FRANCISCO, CA 94104415-361-2360lucidworksllc.comLinkedIn1-10 employeescomputer networking
Plans on this EIN
2 filings
#002401k-$21.4M - 266 part#501Fully Insured-$1.0M - 200 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$661K
  • Dental$193K
  • Vision$193K
  • Prescription drug$122K
  • Life$86K
  • Other$86K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • KAISER FOUNDATION HEALTH PLAN INC12%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • ENROLLEASE25%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LUCIDWORKS, INC. 401(K) PLAN

401k

Assets$21.4M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUCIDWORKS HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LUCIDWORKS, INC. 401(K) PLAN401k$21.4M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUCIDWORKS HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.0M2002025
Retirement plans
Welfare plans
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