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Sponsor portfolio

LOR, INC.

EIN 58-1317627-financial services-Latest filing 2024
Plans
2
Retirement
1
$70.4M assets
Welfare
1
$1.2M premiums
Participants
1,325
1908 CLIFF VALLEY WAY, NE - ATLANTA, GA 30329404-486-5600LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#004401k-$70.4M - 782 part#550Mixed-$1.2M - 538 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$462K
  • Dental$270K
  • Life$204K
  • Long-term disability$102K
  • Other$73K
  • Vision$69K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • GREAT MIDWEST INSURANCE COMPANY37%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA31%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY22%
  • EYEMED VISION CARE6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $180K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

LOR, INC. 401(K) PLAN

401k

Assets$70.4M
Participants782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

LOR, INC. BENEFIT PLAN

Mixed - GREAT MIDWEST INSURANCE COMPANY

Premiums$1.2M
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004LOR, INC. 401(K) PLAN401k$70.4M7822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550LOR, INC. BENEFIT PLANMixedGREAT MIDWEST INSURANCE COMPANY$1.2M5382024
Retirement plans
Welfare plans
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