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Sponsor portfolio

SIERRA LOBO, INC.

EIN 34-1759655-defense & space-Latest filing 2025
Plans
2
Retirement
1
$61.7M assets
Welfare
1
$1.3M premiums
Participants
1,393
11401 HOOVER ROAD - MILAN, OH 44846419-499-9653sierralobo.comLinkedIn501-1000 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$61.7M - 890 part#501Fully Insured-$1.3M - 494 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$719K
  • Dental$597K
  • Vision$597K
  • Life$597K
  • Long-term disability$597K
  • Other$597K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
  • BLUE CROSS OF CALIFORNIA44%
  • AFLAC9%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • SAVAGE & ASSOCIATES INC97%
  • DAVID N MULLINS JR3%
Total $108K2 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

SIERRA LOBO, INC. 401(K) PLAN

401k

Assets$61.7M
Participants890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIERRA LOBO, INC. BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIERRA LOBO, INC. 401(K) PLAN401k$61.7M8902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIERRA LOBO, INC. BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.3M4942024
Retirement plans
Welfare plans
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