Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$119K
- Other$78K
- Short-term disability$72K
- Vision$56K
- Life$49K
- +1 more
Sponsor portfolioTH
LLOYD, INC.
EIN 42-0837233Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$1.7M premiums
Participants
231
604 WEST THOMAS AVENUE - SHENANDOAH, IA 51601712-246-4000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 110 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA5%
- AFLAC2%
- DELTAVISION1%
Broker market share
Schedule A broker compensation
90%top
- HOLMES MURPHY & ASSOCIATES90%
- SEE ATTACHED LIST10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LLOYD, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$11.0M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LLOYD, INC. HEALTH AND WELFARE PLAN
Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$1.7M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LLOYD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $11.0M | 124 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LLOYD, INC. HEALTH AND WELFARE PLAN | Fully Insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $1.7M | 110 | 2025 |
Retirement plans
Welfare plans