Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$228K
- Vision$228K
- Life$228K
- Short-term disability$228K
- Long-term disability$228K
- +1 more
Sponsor portfolio
LUDWIG AND COMPANY
EIN 36-3338971real estateLatest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$1.7M premiums
Participants
324
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 430 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUDWIG AND COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
LUDWIG & COMPANY BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUDWIG AND COMPANY 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 122 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | LUDWIG & COMPANY BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 430 | 2025 |
Retirement plans
Welfare plans