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  2. LANTRONIX, INC
Sponsor portfolio

LANTRONIX, INC

EIN 33-0362767-internet-Latest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$3.0M premiums
Participants
339
48 DISCOVERY, SUITE 250 - IRVINE, CA 92618949-453-3990lantronix.comLinkedIn201-500 employeesinternet
Plans on this EIN
2 filings
#001401k-$25.8M - 214 part#503Fully Insured-$3.0M - 260 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Vision$2.8M
  • Other$184K
  • Life$171K
  • Short-term disability$171K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ENROLLEASE84%
  • DIGITAL INSURANCE LLC11%
  • CENTRO BENEFITS RESEARCH LLC4%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $229K4 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

LANTRONIX 401(K) SAVINGS PLAN

401k

Assets$25.8M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LANTRONIX WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LANTRONIX 401(K) SAVINGS PLAN401k$25.8M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LANTRONIX WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.0M2602025
Retirement plans
Welfare plans
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