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Sponsor portfolio

TOBIN LUCKS LLP

EIN 43-1983451-legal services-Latest filing 2025
Plans
2
Retirement
1
$24.5M assets
Welfare
1
$150K premiums
Participants
393
8511 FALLBROOK AVE STE 400 - WEST HILLS, CA 913043267818-226-3400tobinlucks.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#006401k-$24.5M - 232 part#502Fully Insured-$150K - 161 lives

Benefits portfolio analytics

1 plan / $150K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$138K
  • Life$99K
  • Long-term disability$92K
  • Short-term disability$84K
Total $150K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $150K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TRIAD FINANCIAL INSURANCE MARKETING100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$24.5M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TOBIN LUCKS

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$150K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN401k$24.5M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TOBIN LUCKSFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$150K1612025
Retirement plans
Welfare plans
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