Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$526K
- Short-term disability$526K
- Long-term disability$526K
- Other$526K
- Vision$51K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans / $514K premiums / 742 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BLUM, INC. EMPLOYEES 401(K) PLAN | 401(k) | $66.5M | 595 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BLUM, INC. EMPLOYEE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $514K | 742 | 2025 |
| #503 | BLUM INC EMPLOYEE FLEXIBLE SPENDING ACCT PLAN | Self-funded | - | $0 | 0 | 2025 |