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Sponsor portfolio

THE LEVINGSTON GROUP LLC

EIN 27-1305053-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$46.0M assets
Welfare
1
$3.9M premiums
Participants
673
210 TEAL DRIVE - SULPHUR, LA 706656410337-527-3806levingston.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$46.0M - 459 part#501Fully Insured-$3.9M - 531 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$550K
  • Vision$550K
  • Life$550K
  • Short-term disability$550K
  • Long-term disability$550K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA14%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • GREGORY BENEFITS & CONSULTING LLC43%
  • HUB INTERNATIONAL MIDWEST LIMITED32%
  • GIS BENEFITS INC10%
  • SOUTHERN NATL MARKETING CO8%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS7%
Total $336K5 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

LEVINGSTON 401K PLAN

401k

Assets$46.0M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEVINGSTON GROUP, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD

Premiums$3.9M
Covered lives531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEVINGSTON 401K PLAN401k$46.0M4592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEVINGSTON GROUP, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD$3.9M5312025
Retirement plans
Welfare plans
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