Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Other$1.1M
- Short-term disability$937K
- Long-term disability$937K
- Life$684K
- Vision$248K
Sponsor portfolio
LENDMARK FINANCIAL SERVICES, LLC
EIN 58-2257419financial servicesLatest filing 2024
Plans
2
Retirement
1
$114.7M assets
Welfare
1
$3.8M premiums
Participants
4,898
1735 NORTH BROWN ROAD - LAWRENCEVILLE, GA 30043678-625-6500lendmarkfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 2,882 covered livesCarrier market share
Premium dollars by Schedule A carrier
39%top
- KAISER FOUNDATION HEALTH PLAN INC39%
- AFLAC25%
- SECURIAN LIFE INSURANCE COMPANY18%
- UNITEDHEALTHCARE INSURANCE COMPANY10%
- EYEMED VISION CARE7%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LENDMARK 401(K) PLAN
401k
Assets$114.7M
Participants2,674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LENDMARK FINANCIAL SERVICES, LLC HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.8M
Covered lives2,882
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LENDMARK 401(K) PLAN | 401k | $114.7M | 2,674 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LENDMARK FINANCIAL SERVICES, LLC HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $3.8M | 2,882 | 2024 |
Retirement plans
Welfare plans