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  2. Lutz & Company, P.C.
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

Lutz & Company, P.C.

EIN 47-0625816-accounting-Latest filing 2025
Plans
8
Retirement
0
Health & Benefits
8
$3.6M premiums
Participants
2,405
13616 CALIFORNIA STREET, SUITE 300 - OMAHA, NE 68154402-496-8800lutz.usLinkedIn201-500 employeesaccounting
Plans on this EIN
8 filings
#502Fully insured-$3.1M - 262 lives#501Fully insured-$276K - 596 lives#503Fully insured-$74K - 355 lives#506Fully insured-$73K - 286 lives#509Fully insured-$37K - 541 lives#505Fully insured-$18K - 315 lives#507Self-funded-0 lives#511Unknown-0 lives+2 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 8 health and benefits plans.

Benefits portfolio analytics

8 plans / $3.6M premiums / 2,355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$276K
  • Short-term disability$74K
  • Long-term disability$73K
  • Vision$37K
  • +2 more
Total $3.6M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#502

LUTZ & COMPANY, P.C. GROUP MEDICAL INSURANCE PLAN

Fully insured - MEDICA INSURANCE COMPANY

Premiums$3.1M
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

GROUP DENTAL INSURANCE FOR EMPLOYEES OF LUTZ & COMPANY, P.C.

Fully insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$276K
Covered lives596
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

LUTZ & COMPANY, P.C. SHORT TERM DISABILITY PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$74K
Covered lives355
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

LUTZ & COMPANY, P.C. LONG TERM DISABILITY PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$73K
Covered lives286
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

LUTZ GROUP VISION PLAN

Fully insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$37K
Covered lives541
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

LUTZ & COMPANY, P.C. GROUP LIFE INSURANCE PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$18K
Covered lives315
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

LUTZ & COMPANY PC FLEXIBLE BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511

LUTZ EMPLOYEE ASSISTANCE PLAN

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

8 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502LUTZ & COMPANY, P.C. GROUP MEDICAL INSURANCE PLANFully insuredMEDICA INSURANCE COMPANY$3.1M2622025
#501GROUP DENTAL INSURANCE FOR EMPLOYEES OF LUTZ & COMPANY, P.C.Fully insuredAMERITAS LIFE INSURANCE CORPORATION$276K5962025
#503LUTZ & COMPANY, P.C. SHORT TERM DISABILITY PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$74K3552025
#506LUTZ & COMPANY, P.C. LONG TERM DISABILITY PLANFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$73K2862025
#509LUTZ GROUP VISION PLANFully insuredAMERITAS LIFE INSURANCE CORPORATION$37K5412025
#505LUTZ & COMPANY, P.C. GROUP LIFE INSURANCE PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$18K3152025
#507LUTZ & COMPANY PC FLEXIBLE BENEFIT PLANSelf-funded-$002025
#511LUTZ EMPLOYEE ASSISTANCE PLANUnknown-$002025
  • LUTZ & COMPANY, P.C. GROUP MEDICAL INSURANCE PLAN$3.1M
    #502 · Fully insured · MEDICA INSURANCE COMPANY · 2025262
  • GROUP DENTAL INSURANCE FOR EMPLOYEES OF LUTZ & COMPANY, P.C.$276K
    #501 · Fully insured · AMERITAS LIFE INSURANCE CORPORATION · 2025596
  • LUTZ & COMPANY, P.C. SHORT TERM DISABILITY PLAN$74K
    #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025355
  • LUTZ & COMPANY, P.C. LONG TERM DISABILITY PLAN$73K
    #506 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025286
  • LUTZ GROUP VISION PLAN$37K
    #509 · Fully insured · AMERITAS LIFE INSURANCE CORPORATION · 2025541
  • LUTZ & COMPANY, P.C. GROUP LIFE INSURANCE PLAN$18K
    #505 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025315
  • LUTZ & COMPANY PC FLEXIBLE BENEFIT PLAN$0
    #507 · Self-funded · 20250
  • LUTZ EMPLOYEE ASSISTANCE PLAN$0
    #511 · Unknown · 20250
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