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Sponsor portfolioTH

LANTZ CONSTRUCTION COMPANY

EIN 54-0679259-construction-Latest filing 2025
Plans
3
Retirement
2
$35.6M assets
Welfare
1
$99K premiums
Participants
366
539 SOUTH MAIN STREET - BROADWAY, VA 22815540-896-8911lantzcc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$19.3M - 120 part#001401k-$16.3M - 146 part#501Mixed-$99K - 100 lives

Retirement portfolio analytics

2 plans aggregated / $35.6M assets / 266 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#003)54%
  • COMPANY RETIREMENT PLAN (#001)46%
Total $35.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#001)146
  • PLAN AND TRUST (#003)120
Total 266Click row to drill in

Benefits portfolio analytics

1 plan / $99K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$99K
  • Dental$90K
  • Vision$90K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
Total $99K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA91%
  • AFLAC9%
Total $99K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • LAYMAN DIENER & BORNTRAGER INS63%
  • JAMES R NELLIGAN & ASSOCIATES LLC31%
  • DEAN B GRIFFITH2%
  • SUSAN WILLIAMS1%
  • MILLER WILLIAMS JR1%
  • +3 more
Total $14K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LANTZ CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$19.3M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LANTZ CONSTRUCTION COMPANY RETIREMENT PLAN

401k

Assets$16.3M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LANTZ CONSTRUCTION COMPANY EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$99K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LANTZ CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$19.3M1202024
001LANTZ CONSTRUCTION COMPANY RETIREMENT PLAN401k$16.3M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LANTZ CONSTRUCTION COMPANY EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$99K1002025
Retirement plans
Welfare plans
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