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Sponsor portfolio

LION GROUP, INC.

EIN 47-1845529-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$782K premiums
Participants
1,772
7200 POE AVENUE, SUITE 400 - DAYTON, OH 45414937-898-1949lionsecuritykolkata.comLinkedIn501-1000 employeessecurity and investigations
Plans on this EIN
2 filings
#002401k-$37.4M - 1,177 part#502Mixed-$782K - 1,574 lives

Benefits portfolio analytics

1 plan / $782K premiums / 1,574 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$718K
  • Dental$632K
  • Life$632K
  • Short-term disability$632K
  • Long-term disability$632K
  • Vision$64K
Total $782K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • METROPOLITAN LIFE INSURANCE COMPANY92%
  • EYEMED VISION CARE8%
Total $782K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • 4MYBENEFITS, INC.99%
  • UNKNOWN2%
  • USI INSURANCE SERVICES LLC1%
  • MERCER HEALTH AND BENEFITS, LLC-1%
  • PLANSOURCE BENEFITS ADMINISTRATION-1%
Total $11K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LION GROUP, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$37.4M
Participants1,177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LION GROUP, INC. GROUP HEALTH PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$782K
Covered lives1,574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LION GROUP, INC. PROFIT SHARING PLAN AND TRUST401k$37.4M1,1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LION GROUP, INC. GROUP HEALTH PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$782K1,5742025
Retirement plans
Welfare plans
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