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Sponsor portfolioTH

SIMS-LOHMAN, INC.

EIN 31-0856545-building materials-Latest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$2.0M premiums
Participants
1,509
6325 ESTE AVENUE - CINCINNATI, OH 45232513-651-3510LinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$25.8M - 829 part#501Mixed-$2.0M - 735 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 735 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.3M
  • Other$231K
  • Dental$199K
  • Life$165K
  • Long-term disability$111K
  • Short-term disability$90K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • HCC LIFE INSURANCE COMPANY66%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • DELTA DENTAL OF CALIFORNIA10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE2%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CORPORATE PLANS, LLC94%
  • CORPORATED PLANS, INC.3%
  • THE WORKSITE GROUP LLC2%
Total $68K3 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

SIMS-LOHMAN, INC. 401(K) PLAN

401k

Assets$25.8M
Participants829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIMS-LOHMAN, INC. EMPLOYEE BENEFIT PLAN

Mixed - TOKIO MARINE

Premiums$2.0M
Covered lives735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMS-LOHMAN, INC. 401(K) PLAN401k$25.8M8292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIMS-LOHMAN, INC. EMPLOYEE BENEFIT PLANMixedTOKIO MARINE$2.0M7352025
Retirement plans
Welfare plans
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