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Sponsor portfolio

LOZIER CORPORATION

EIN 47-0463247-consumer goods-Latest filing 2025
Plans
4
Retirement
3
$342.1M assets
Welfare
1
$776K premiums
Participants
5,766
6336 PERSHING DR - OMAHA, NE 68110402-457-8313LinkedIn1-10 employeesconsumer goods
Plans on this EIN
4 filings
#006401k-$205.1M - 2,348 part#001TraditionalDB-$136.5M - 1,705 part#003TraditionalDB-$565K - 0 part#520Mixed-$776K - 1,605 lives

Retirement portfolio analytics

3 plans aggregated / $342.1M assets / 4,053 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CORPORATION 401(K) Savings (#006)60%
  • PLAN AND TRUST (#001)40%
  • EMPLOYEES AND TRUST (#003)0%
Total $342.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION 401(K) Savings (#006)2,348
  • PLAN AND TRUST (#001)1,705
Total 4,053Click row to drill in

Benefits portfolio analytics

1 plan / $776K premiums / 1,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$696K
  • Long-term disability$696K
  • Other$696K
  • Vision$80K
Total $776K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $776K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $122K1 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

LOZIER CORPORATION 401(K) SAVINGS PLAN

401k

Assets$205.1M
Participants2,348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE LOZIER CORPORATION PENSION PLAN AND TRUST

TraditionalDB

Assets$136.5M
Participants1,705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LOZIER CORPORATION PENSION PLAN FOR SCOTTSBORO PRODUCTION EMPLOYEES AND TRUST

TraditionalDB

Assets$565K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

LOZIER CORPORATION WELFARE BENEFIT WRAP PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$776K
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
006LOZIER CORPORATION 401(K) SAVINGS PLAN401k$205.1M2,3482025
001THE LOZIER CORPORATION PENSION PLAN AND TRUSTTraditionalDB$136.5M1,7052024
003LOZIER CORPORATION PENSION PLAN FOR SCOTTSBORO PRODUCTION EMPLOYEES AND TRUSTTraditionalDB$565K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520LOZIER CORPORATION WELFARE BENEFIT WRAP PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$776K1,6052025
Retirement plans
Welfare plans
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