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Sponsor portfolio

LPI DIGITAL, LLC

EIN 39-1160869-Latest filing 2025
Plans
2
Retirement
1
$43.9M assets
Welfare
1
$355K premiums
Participants
924
2875 SOUTH JAMES DRIVE - NEW BERLIN, WI 53151262-785-1188
Plans on this EIN
2 filings
#001401k-$43.9M - 535 part#501Mixed-$355K - 501 lives

Benefits portfolio analytics

1 plan / $355K premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$224K
  • Vision$224K
  • Other$131K
  • Life$124K
  • Long-term disability$124K
Total $355K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • BLUE CROSS OF CALIFORNIA63%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
Total $355K3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC61%
  • BROWN & BROWN INSURANCE SERVICES39%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LPI RETIREMENT SAVINGS PLAN

401k

Assets$43.9M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LPI DIGITAL, LLC WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF WISCONSIN

Premiums$355K
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LPI RETIREMENT SAVINGS PLAN401k$43.9M5352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LPI DIGITAL, LLC WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF WISCONSIN$355K5012025
Retirement plans
Welfare plans
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