Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$654K
- Prescription drug$654K
- Dental$72K
- Life$24K
- Long-term disability$24K
- Other$24K
- +1 more
Sponsor portfolio
LMR SERVICES LLC
EIN 36-4856570Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.1M premiums
Participants
314
801 MAIN STREET - ST. HELENA, CA 94574707-963-4555
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 178 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- KAISER FOUNDATION HEALTH PLAN INC80%
- UNITED CONCORDIA INSURANCE COMPANY10%
- CALIFORNIA PHYSICIANS SERVICE6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- EDGEWOOD PARTNERS INSURANCE CENTER99%
- TOTALIS BENEFITS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LONG MEADOW RANCH 401(K) PLAN
401k
Assets$7.0M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LMR SERVICES LLC HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$1.1M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LONG MEADOW RANCH 401(K) PLAN | 401k | $7.0M | 200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LMR SERVICES LLC HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $1.1M | 178 | 2025 |
Retirement plans
Welfare plans