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Sponsor portfolio

LOLOI INC.

EIN 45-0525055-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$2.4M premiums
Participants
1,022
4501 SPRING VALLEY ROAD - DALLAS, TX 75244972-503-5656
Plans on this EIN
2 filings
#001401k-$5.8M - 455 part#503Fully Insured-$2.4M - 538 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Life$175K
  • Other$175K
  • Short-term disability$109K
  • Vision$66K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • AFLAC4%
  • DEARBORN LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • NEXT LEVEL INSURANCE AGENCY, LLC81%
  • JANIE VELDE BENEFITS GROUP LLC4%
  • AMANDA LEAH RISNER4%
  • TROY W HUNT3%
  • RAND G SIMKINS2%
  • +3 more
Total $144K8 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

LOLOI INC. RETIREMENT PLAN

401k

Assets$5.8M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LOLOI INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.4M
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOLOI INC. RETIREMENT PLAN401k$5.8M4552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LOLOI INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.4M5382025
Retirement plans
Welfare plans
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