Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$67K
- Life$54K
- Short-term disability$54K
- Long-term disability$54K
- Other$54K
- +1 more
Sponsor portfolio
LOMAR MACHINE & TOOL CO.
EIN 38-2216849machineryLatest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$1.2M premiums
Participants
192
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 176 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- PRIORITY HEALTH88%
- DELTA DENTAL OF CALIFORNIA6%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
51%top
- RYAN J. HARRIS51%
- WALTON AGENCY, INC.18%
- CHRISTOPHER M BOUSCHET17%
- MARSH & MCLENNAN AGENCY LLC8%
- MMA SERVICE CORP6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LOMAR MACHINE & TOOL CO. SAVINGS PLAN
401k
Assets$19.8M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOMAR MACHINE & TOOL HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - PRIORITY HEALTH
Premiums$1.2M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LOMAR MACHINE & TOOL CO. SAVINGS PLAN | 401k | $19.8M | 110 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOMAR MACHINE & TOOL HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | PRIORITY HEALTH | $1.2M | 176 | 2025 |
Retirement plans
Welfare plans