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  2. H.W. Lochner, Inc.
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Filings through Oct 24, 2026.

Top hat

H.W. Lochner, Inc.

EIN 36-2338811-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$204.2M assets
Health & Benefits
1
$1.0M premiums
Participants
2,344
225 W. WASHINGTON STREET - CHICAGO, IL 60606800-353-3011
Plans on this EIN
2 filings
#001401(k)-$204.2M - 1,385 part#502Mixed-$1.0M - 953 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.0M premiums / 953 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$675K
  • Life$519K
  • Long-term disability$245K
  • Vision$85K
Total $1.0M4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$204.2M
Participants1,385
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

H.W. LOCHNER INC. GROUP INSURANCE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives953
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN401(k)$204.2M1,3852025
  • H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN$204.2M
    #001 · 401(k) · 20251,385

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502H.W. LOCHNER INC. GROUP INSURANCE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.0M9532025
  • H.W. LOCHNER INC. GROUP INSURANCE PLAN$1.0M
    #502 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025953
Retirement plans
Health & Benefits plans

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