Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$220K
- Dental$120K
- Other$48K
- Vision$18K
- Life$11K
- Long-term disability$8K
Sponsor portfolio
LAVISH ROOTS, INC.
EIN 47-2138032restaurantsLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$414K premiums
Participants
651
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $414K premiums / 243 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- SUN LIFE ASSURANCE COMPANY OF CANADA53%
- DELTA DENTAL OF CALIFORNIA29%
- RELIANCE STANDARD LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LAVISH ROOTS, INC. 401(K) PLAN
401k
Assets$3.5M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAVISH ROOTS GROUP BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$414K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAVISH ROOTS, INC. 401(K) PLAN | 401k | $3.5M | 388 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAVISH ROOTS GROUP BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $414K | 243 | 2025 |
Retirement plans
Welfare plans