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  2. LUNA INNOVATIONS, INC.
Sponsor portfolio

LUNA INNOVATIONS, INC.

EIN 54-1560050-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$38.7M assets
Welfare
1
$3.1M premiums
Participants
690
301 1ST STREET, SW, SUITE 200 - ROANOKE, VA 24011540-769-8407lunainnovations.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$38.7M - 459 part#502Fully Insured-$3.1M - 354 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Vision$2.6M
  • Other$508K
  • Life$278K
  • Short-term disability$278K
  • Long-term disability$278K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • AETNA LIFE INSURANCE COMPANY84%
  • HARTFORD LIFE AND ACCIDENT9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • JAMES A SCOTT & SON INC95%
  • WATCHTOWER BENEFITS, LLC5%
Total $74K2 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

LUNA 401(K) PLAN

401k

Assets$38.7M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LUNA INNOVATIONS, INC. HEALTH PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.1M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUNA 401(K) PLAN401k$38.7M4592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LUNA INNOVATIONS, INC. HEALTH PLANFully InsuredAETNA LIFE INSURANCE CO.$3.1M3542025
Retirement plans
Welfare plans
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