PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE LUND COMPANY
Sponsor portfolioTH

THE LUND COMPANY

EIN 47-0767990-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$1.8M premiums
Participants
572
450 REGENCY PARKWAY, SUITE 220 - OMAHA, NE 68114402-393-8811
Plans on this EIN
2 filings
#001401k-$13.8M - 513 part#501Fully Insured-$1.8M - 110 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Other$90K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • AMERITAS LIFE INSURANCE CORP.5%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE LUND COMPANY 401(K) SAVINGS PLAN

401k

Assets$13.8M
Participants513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LUND COMPANY 401(K) SAVINGS PLAN401k$13.8M5132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica