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Sponsor portfolio

LEVER1

EIN 45-4152888-human resources-Latest filing 2024
Plans
2
Retirement
1
$53.7M assets
Welfare
1
$12.4M premiums
Participants
3,618
5200 METCALF AVE, SUTIE 300 - OVERLAND PARK, KS 66202816-994-1300lever1.comLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#333401k-$53.7M - 2,279 part#502Mewa-$12.4M - 3,024 lives

Benefits portfolio analytics

1 plan / $12.4M premiums / 3,024 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.3M
  • Other$2.1M
  • Dental$2.0M
  • Vision$2.0M
  • Life$2.0M
  • Short-term disability$2.0M
  • +1 more
Total $12.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
Total $12.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LEVER4 LLC97%
  • HUB INTERNATIONAL MIDWEST LIMITED3%
Total $898K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

LEVER1 RETIREMENT SAVINGS PLAN

401k

Assets$53.7M
Participants2,279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEVER1 WELFARE BENEFITS PLAN

Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$12.4M
Covered lives3,024
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333LEVER1 RETIREMENT SAVINGS PLAN401k$53.7M2,2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEVER1 WELFARE BENEFITS PLANMewaCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$12.4M3,0242024
Retirement plans
Welfare plans
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