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Sponsor portfolioTH

LENZE AMERICAS

EIN 26-2596869-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$3.5M premiums
Participants
569
630 DOUGLAS STREET - UXBRIDGE, MA 01569508-278-9100lenze.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$32.1M - 337 part#501Fully Insured-$3.5M - 396 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 396 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Other$113K
  • Life$91K
  • Long-term disability$67K
  • Short-term disability$44K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE1%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $151K1 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

LENZE AMERICAS CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$32.1M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LENZE AMERICAS WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$3.5M
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LENZE AMERICAS CORPORATION 401(K) PROFIT SHARING PLAN401k$32.1M3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LENZE AMERICAS WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$3.5M3962025
Retirement plans
Welfare plans
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