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  2. LANE & ASSOCIATES, INC.
Sponsor portfolio

LANE & ASSOCIATES, INC.

EIN 56-1829452-human resources-Latest filing 2024
Plans
2
Retirement
1
$28.6M assets
Welfare
1
$302K premiums
Participants
1,500
15 RAWLS ROAD - ANGIER, NC 27501919-861-7037LinkedIn201-500 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$28.6M - 895 part#501Mixed-$302K - 855 lives

Benefits portfolio analytics

1 plan / $302K premiums / 855 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$302K
  • Short-term disability$302K
  • Long-term disability$302K
  • Other$302K
Total $302K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $302K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • USI INSURANCE SERVICES LLC72%
  • GIS BENEFITS INC28%
Total $71K2 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

LANE & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$28.6M
Participants895
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LANE & ASSOCIATES GROUP HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$302K
Covered lives855
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LANE & ASSOCIATES, INC. 401(K) PLAN401k$28.6M8952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LANE & ASSOCIATES GROUP HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$302K8552024
Retirement plans
Welfare plans
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