Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Other$1.2M
- Short-term disability$961K
- Long-term disability$961K
- Life$717K
- +1 more
Filings through .
Lendmark Financial Services, LLC
EIN 58-2257419financial servicesLatest filing 2025
Plans
2
Retirement
1
$129.8M assets
Health & Benefits
1
$3.9M premiums
Participants
5,339
1735 NORTH BROWN ROAD - LAWRENCEVILLE, GA 30043678-625-5652lendmarkfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.9M premiums / 2,962 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LENDMARK 401(K) PLAN
401(k)
Assets$129.8M
Participants3,035
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LENDMARK FINANCIAL SERVICES, LLC HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.9M
Covered lives2,962
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LENDMARK 401(K) PLAN | 401(k) | $129.8M | 3,035 | 2025 |
- LENDMARK 401(K) PLAN$129.8M#001 · 401(k) · 20253,035
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LENDMARK FINANCIAL SERVICES, LLC HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $3.9M | 2,962 | 2025 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 20252,962
Retirement plans
Health & Benefits plans