Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$76K
- Short-term disability$76K
- Long-term disability$76K
- Other$76K
Sponsor portfolioTH
L.F. GEORGE, INC.
EIN 39-1055004computer softwareLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$76K premiums
Participants
258
W231 N1129 HIGHWAY F - WAUKESHA, WI 53186262-567-6666lfgeorge.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $76K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- R & R INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
L.F. GEORGE, INC. 401(K) SAVINGS PLAN
401k
Assets$13.2M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
BASIC LIFE/AD&D
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$76K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | L.F. GEORGE, INC. 401(K) SAVINGS PLAN | 401k | $13.2M | 132 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | BASIC LIFE/AD&D | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $76K | 124 | 2025 |
Retirement plans
Welfare plans