Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Life$35K
- Short-term disability$35K
Sponsor portfolio
LION REAL ESTATE LLC
EIN 26-1328487real estateLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$1.3M premiums
Participants
253
21 PLATFORM WAY S, SUITE 1520 - NASHVILLE, TN 37203615-730-6675lionrealestate.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 180 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
86%top
- MARSH & MCLENNAN AGENCY LLC86%
- THOMPSON RISK II, LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LION REAL ESTATE GROUP, LLC 401(K) P/S PLAN
401k
Assets$1.9M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LION REAL ESTATE LLC
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LION REAL ESTATE GROUP, LLC 401(K) P/S PLAN | 401k | $1.9M | 149 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LION REAL ESTATE LLC | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.3M | 180 | 2025 |
Retirement plans
Welfare plans