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  2. LUCK STONE CORPORATION
Sponsor portfolioTH

LUCK STONE CORPORATION

EIN 54-0630628-mining & metals-Latest filing 2024
Plans
3
Retirement
2
$299.7M assets
Welfare
1
$2.5M premiums
Participants
3,463
PO BOX 29682 - MANAKIN-SABOT, VA 23103804-784-8280luckstone.comLinkedIn501-1000 employeesmining & metals
Plans on this EIN
3 filings
#002401k-$174.5M - 1,167 part#001CashBalance-$125.2M - 1,295 part#507Mixed-$2.5M - 1,975 lives

Retirement portfolio analytics

2 plans aggregated / $299.7M assets / 2,462 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • STONE CORPORATION 401(K) (#002)58%
  • PLAN AND TRUST (#001)42%
Total $299.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • CHARLES SCHWAB & CO., INC.58%
  • (Not disclosed)42%
Total $299.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)1,295
  • STONE CORPORATION 401(K) (#002)1,167
Total 2,462Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,975 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Vision$172K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
  • HARTFORD LIFE AND ACCIDENT45%
  • VISION SERVICE PLAN7%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ALLIANT INSURANCE SERVICES, INC.91%
  • BENEFIT ADVISORS SERVICES GROUP LLC9%
Total $113K2 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

LUCK STONE CORPORATION 401(K) PLAN

401k

Assets$174.5M
Participants1,167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LUCK STONE CORPORATION RETIREMENT PLAN AND TRUST

CashBalance

Assets$125.2M
Participants1,295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

LUCK STONE CORPORATION WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives1,975
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUCK STONE CORPORATION 401(K) PLAN401k$174.5M1,1672024
001LUCK STONE CORPORATION RETIREMENT PLAN AND TRUSTCashBalance$125.2M1,2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507LUCK STONE CORPORATION WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M1,9752024
Retirement plans
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