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  2. LPI, INC.
Sponsor portfolio

LPI, INC.

EIN 45-2736824-consumer goods-Latest filing 2025
Plans
3
Retirement
1
$4.0M assets
Welfare
2
$1.6M premiums
Participants
1,067
506 TWIN OAKS DRIVE - JOHNSON CITY, TN 37601423-349-2942lpiinc.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$4.0M - 432 part#501Fully Insured-$1.6M - 334 lives#502Fully Insured-$53K - 301 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 635 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Short-term disability$215K
  • Life$162K
  • Other$162K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • THE CASON GROUP INC65%
  • BCS WEALTH MANAGEMENT35%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • JOSEPH HOILMAN0%
Total $57K4 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

LPI, INC. 401(K) PLAN

401k

Assets$4.0M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LPI, INC. CAFETERIA PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.6M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE LPI, INC. SHORT TERM DIABILITY PLAN

Fully Insured - GUARDIAN

Premiums$53K
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LPI, INC. 401(K) PLAN401k$4.0M4322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LPI, INC. CAFETERIA PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.6M3342025
502THE LPI, INC. SHORT TERM DIABILITY PLANFully InsuredGUARDIAN$53K3012025
Retirement plans
Welfare plans
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