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Sponsor portfolio

LUCYRX HEALTH SOLUTIONS, INC.

EIN 27-0281281-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
3
Retirement
2
$13.1M assets
Welfare
1
$2.3M premiums
Participants
584
7815 N. PALM AVE., SUITE 400 - FRESNO, CA 93711877-846-3397
Plans on this EIN
3 filings
#001401k-$11.8M - 194 part#002CashBalance-$1.3M - 74 part#501Fully Insured-$2.3M - 315 lives

Retirement portfolio analytics

2 plans aggregated / $13.1M assets / 268 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • INC. RETIREMENT PLAN (#001)90%
  • DEFINED BENEFIT PLAN (#002)10%
Total $13.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)194
  • DEFINED BENEFIT PLAN (#002)74
Total 268Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$181K
  • Vision$181K
  • Life$31K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY90%
  • AMERITAS LIFE INSURANCE CORP.8%
  • STANDARD INSURANCE COMPANY1%
  • AFLAC0%
  • HALCYON BEHAVIORAL, LLC0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • BROWN & BROWN INSURANCE SERVICES42%
  • ASSUREDPARTNERS29%
  • BARTHULI & ASSOCIATES INSURANCE27%
  • MULTIPLE BROKERS2%
Total $150K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUCYRX HEALTH SOLUTIONS, INC. RETIREMENT PLAN

401k

Assets$11.8M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTEGRATED PRESCRIPTION MANAGEMENT DEFINED BENEFIT PLAN

CashBalance

Assets$1.3M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUCYRX HEALTH SOLUTIONS, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE OF CALIFORNIA

Premiums$2.3M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUCYRX HEALTH SOLUTIONS, INC. RETIREMENT PLAN401k$11.8M1942025
002INTEGRATED PRESCRIPTION MANAGEMENT DEFINED BENEFIT PLANCashBalance$1.3M742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUCYRX HEALTH SOLUTIONS, INC. WELFARE BENEFITS PLANFully InsuredBLUE OF CALIFORNIA$2.3M3152025
Retirement plans
Welfare plans
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