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
Sponsor portfolio
LUTZ & COMPANY, P.C.
EIN 47-0625816accountingLatest filing 2025
Plans
8
Retirement
0
Welfare
8
$3.6M premiums
Participants
2,405
13616 CALIFORNIA STREET, SUITE 300 - OMAHA, NE 68154402-496-8800lutz.usLinkedIn201-500 employeesaccounting
Benefits portfolio analytics
8 plans / $3.6M premiums / 2,355 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- MEDICA INSURANCE COMPANY87%
- AMERITAS LIFE INSURANCE CORP.9%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
Broker market share
Schedule A broker compensation
90%top
- HUB INTERNATIONAL MIDWEST LIMITED90%
- BENEFIT MANAGEMENT, INC.10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Welfare#502
LUTZ & COMPANY, P.C. GROUP MEDICAL INSURANCE PLAN
Fully Insured - MEDICA INSURANCE COMPANY
Premiums$3.1M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP DENTAL INSURANCE FOR EMPLOYEES OF LUTZ & COMPANY, P.C.
Fully Insured - AMERITAS LIFE INSURANCE CORPORATION
Premiums$276K
Covered lives596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
LUTZ & COMPANY, P.C. SHORT TERM DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$74K
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
LUTZ & COMPANY, P.C. LONG TERM DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$73K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
LUTZ GROUP VISION PLAN
Fully Insured - AMERITAS LIFE INSURANCE CORPORATION
Premiums$37K
Covered lives541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LUTZ & COMPANY, P.C. GROUP LIFE INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$18K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
LUTZ & COMPANY PC FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
LUTZ EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare plans8
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LUTZ & COMPANY, P.C. GROUP MEDICAL INSURANCE PLAN | Fully Insured | MEDICA INSURANCE COMPANY | $3.1M | 262 | 2025 | |
| 501 | GROUP DENTAL INSURANCE FOR EMPLOYEES OF LUTZ & COMPANY, P.C. | Fully Insured | AMERITAS LIFE INSURANCE CORPORATION | $276K | 596 | 2025 | |
| 503 | LUTZ & COMPANY, P.C. SHORT TERM DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $74K | 355 | 2025 | |
| 506 | LUTZ & COMPANY, P.C. LONG TERM DISABILITY PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $73K | 286 | 2025 | |
| 509 | LUTZ GROUP VISION PLAN | Fully Insured | AMERITAS LIFE INSURANCE CORPORATION | $37K | 541 | 2025 | |
| 505 | LUTZ & COMPANY, P.C. GROUP LIFE INSURANCE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $18K | 315 | 2025 | |
| 507 | LUTZ & COMPANY PC FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 511 | LUTZ EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans