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Sponsor portfolioTH

LA-Z-BOY INCORPORATED

EIN 38-0751137-furniture-Latest filing 2024
Plans
2
Retirement
1
$351.3M assets
Welfare
1
$2.6M premiums
Participants
16,018
ONE LA-Z-BOY DRIVE - MONROE, MI 48162734-242-1444la-z-boy.comLinkedIn10001+ employeesfurniture
Plans on this EIN
2 filings
#015401k-$351.3M - 10,405 part#501Mixed-$2.6M - 5,990 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 5,990 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.7M
  • Long-term disability$1.5M
  • Health$338K
  • Prescription drug$338K
  • Vision$304K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • BLUE CROSS OF CALIFORNIA12%
  • COMPSYCH3%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • MATTHEW P MCCULLOUGH35%
  • USI INSURANCE SERVICES LLC33%
  • STRATEGIC NON-MEDICAL SOLUTION23%
  • PACIFIC RESRC BNFT ADVSRS LLC4%
  • BROWN AND BROWN OF FLORIDA, INC.3%
  • +1 more
Total $442K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#015

LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN

401k

Assets$351.3M
Participants10,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LA-Z-BOY INCORPORATED HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.6M
Covered lives5,990
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
015LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN401k$351.3M10,4052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LA-Z-BOY INCORPORATED HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.6M5,9902024
Retirement plans
Welfare plans
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