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Sponsor portfolio

LUMENTUM OPERATIONS LLC

EIN 47-3844837-management consulting-Latest filing 2025
Plans
4
Retirement
1
$271.5M assets
Welfare
3
$5.2M premiums
Participants
2,636
1001 RIDDER PARK DRIVE - SAN JOSE, CA 95131408-546-5483LinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
4 filings
#001401k-$271.5M - 1,183 part#502Mixed-$5.2M - 707 lives#503Self Funded-0 lives#505Self Funded-0 lives

Benefits portfolio analytics

3 plans / $5.2M premiums / 707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.7M
  • Other$1.0M
  • Life$591K
  • Long-term disability$284K
Total $5.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • MODERN HEALTH6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $5.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WILLIS TOWERS WATSON US LLC99%
  • LIAZON BENEFITS INC1%
Total $64K2 slices

Plan deep-dives

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

LUMENTUM 401(K) PLAN

401k

Assets$271.5M
Participants1,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LUMENTUM OPERATIONS LLC WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$5.2M
Covered lives707
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LUMENTUM OPERATIONS LLC REDUCTION IN FORCE BENEFITS PLAN A - BELOW DIRECTOR LEVEL

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LUMENTUM OPERATIONS LLC REDUCTION IN FORCE BENEFIT PLAN B - DIRECTOR LEVEL AND ABOVE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUMENTUM 401(K) PLAN401k$271.5M1,1832024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LUMENTUM OPERATIONS LLC WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$5.2M7072025
503LUMENTUM OPERATIONS LLC REDUCTION IN FORCE BENEFITS PLAN A - BELOW DIRECTOR LEVELSelf Funded-$002025
505LUMENTUM OPERATIONS LLC REDUCTION IN FORCE BENEFIT PLAN B - DIRECTOR LEVEL AND ABOVESelf Funded-$002025
Retirement plans
Welfare plans
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