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Sponsor portfolioTH

LUCK STONE CORPORATION

EIN 54-0630628-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$335.7M assets
Welfare
1
$3.2M premiums
Participants
3,506
PO BOX 29682 - RICHMOND, VA 232420682804-784-8280luckstone.comLinkedIn501-1000 employeesmining & metals
Plans on this EIN
3 filings
#002401k-$197.7M - 1,182 part#001CashBalance-$138.0M - 1,324 part#507Mixed-$3.2M - 1,945 lives

Retirement portfolio analytics

2 plans aggregated / $335.7M assets / 2,506 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • STONE CORPORATION 401(K) (#002)59%
  • PLAN AND TRUST (#001)41%
Total $335.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • CHARLES SCHWAB & CO., INC.59%
  • (Not disclosed)41%
Total $335.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)1,324
  • STONE CORPORATION 401(K) (#002)1,182
Total 2,506Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 1,945 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Other$1.3M
  • Life$1.1M
  • Long-term disability$1.1M
  • Vision$173K
Total $3.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • HARTFORD LIFE AND ACCIDENT35%
  • VISION SERVICE PLAN5%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ALLIANT INSURANCE SERVICES, INC.93%
  • BENEFIT ADVISORS SERVICES GROUP LLC7%
Total $171K2 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$197.7M
Participants1,182
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$138.0M
Participants1,324
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$3.2M
Covered lives1,945
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUCK STONE CORPORATION 401(K) PLAN401k$197.7M1,1822025
001LUCK STONE CORPORATION RETIREMENT PLAN AND TRUSTCashBalance$138.0M1,3242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507LUCK STONE CORPORATION WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.2M1,9452025
Retirement plans
Welfare plans
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