Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$117K
- Life$95K
- Long-term disability$95K
- Vision$27K
Sponsor portfolioTH
JIM LUPIENT COMPANY
EIN 41-0960016Retail TradeLatest filing 2024
Plans
5
Retirement
1
$14.2M assets
Welfare
4
$144K premiums
Participants
1,075
Benefits portfolio analytics
4 plans / $144K premiums / 576 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN
401k
Assets$14.2M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
LUPIENT ENTERPRISES WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$117K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
LUPIENT ENTERPRISES VISION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$27K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LUPIENT ENTERPRISES EMPLOYEE HEALTH CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LUPIENT ENTERPRISES DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN | 401k | $14.2M | 312 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | LUPIENT ENTERPRISES WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $117K | 358 | 2024 | |
| 504 | LUPIENT ENTERPRISES VISION PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $27K | 218 | 2024 | |
| 501 | LUPIENT ENTERPRISES EMPLOYEE HEALTH CARE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 502 | LUPIENT ENTERPRISES DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans