Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$125K
- Life$98K
- Long-term disability$98K
- Vision$26K
Filings through .
Top hat
Jim Lupient Company
EIN 41-0960016Retail TradeLatest filing 2025
Plans
5
Retirement
1
$18.0M assets
Health & Benefits
4
$150K premiums
Participants
1,127
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $150K premiums / 638 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN
401(k)
Assets$18.0M
Participants319
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
LUPIENT ENTERPRISES WELFARE BENEFIT PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$125K
Covered lives399
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
LUPIENT ENTERPRISES VISION PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$26K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
LUPIENT ENTERPRISES EMPLOYEE HEALTH CARE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
LUPIENT ENTERPRISES DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN | 401(k) | $18.0M | 319 | 2025 |
- #001 · 401(k) · 2025319
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | LUPIENT ENTERPRISES WELFARE BENEFIT PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $125K | 399 | 2025 |
| #504 | LUPIENT ENTERPRISES VISION PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $26K | 239 | 2025 |
| #501 | LUPIENT ENTERPRISES EMPLOYEE HEALTH CARE PLAN | Self-funded | - | $0 | 0 | 2025 |
| #502 | LUPIENT ENTERPRISES DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025399
- #504 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025239
- #501 · Self-funded · 20250
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans