Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4K
- Other$4K
Sponsor portfolio
LOZIER OIL COMPANY, INC.
EIN 37-1273579retailLatest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$4K premiums
Participants
279
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4K premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- COMPANION LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- ENVISION INSURANCE GROUP 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
LOZIER 401(K) PLAN
401k
Assets$3.3M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
LOZIER OIL COMPANY INC. BASIC LIFE AND AD&D PLAN
Fully Insured - COMPANION LIFE
Premiums$4K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOZIER 401(K) PLAN | 401k | $3.3M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | LOZIER OIL COMPANY INC. BASIC LIFE AND AD&D PLAN | Fully Insured | COMPANION LIFE | $4K | 130 | 2025 |
Retirement plans
Welfare plans