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Sponsor portfolioTH

LENBROOK SQUARE FOUNDATION, INC.

EIN 58-1416841-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$1.4M premiums
Participants
654
3747 PEACHTREE RD NE - ATLANTA, GA 30319404-233-3000lenbrook-atlanta.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$10.7M - 401 part#501Mixed-$1.4M - 475 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Long-term disability$368K
  • Life$340K
  • Short-term disability$340K
  • Other$340K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $117K2 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

LENBROOK SQUARE FOUNDATION, INC. 401(K) SAVINGS PLAN

401k

Assets$10.7M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LENBROOK SQUARE FOUNDATION, INC. WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LENBROOK SQUARE FOUNDATION, INC. 401(K) SAVINGS PLAN401k$10.7M4012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LENBROOK SQUARE FOUNDATION, INC. WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.4M4752025
Retirement plans
Welfare plans
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