Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Sponsor portfolio
LUTTNER FINANCIAL GROUP
EIN 54-2080910financial servicesLatest filing 2024
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$364K premiums
Participants
154
244 BOULEVARD OF THE ALLIES - PITTSBURGH, PA 15222412-391-6700luttner.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $364K premiums / 59 covered livesBundled
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUTTNER FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$4.3M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LIFETIME FINANCIAL GROWTH, LLC GROUP MEDICAL PLAN
Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)
Premiums$364K
Covered lives59
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUTTNER FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $4.3M | 95 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LIFETIME FINANCIAL GROWTH, LLC GROUP MEDICAL PLAN | Self Funded | OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) | $364K | 59 | 2024 |
Retirement plans
Welfare plans