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Sponsor portfolio

LYNCH MANAGMENT GROUP

EIN 59-2607387-automotive-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$595K premiums
Participants
299
2165 RIVERSIDE BLVD - JACKSONVILLE, FL 32204904-387-1537lynchauto.comLinkedIn1-10 employeesautomotive
Plans on this EIN
2 filings
#001401k-$17.7M - 220 part#501Mixed-$595K - 1,139 lives

Benefits portfolio analytics

1 plan / $595K premiums / 1,139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$328K
  • Other$189K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$78K
  • +1 more
Total $595K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • COMBINED INSURANCE COMPANY OF AMERICA55%
  • USABLE LIFE19%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • TRUSTMARK INSURANCE COMPANY13%
Total $595K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • EMPLOYEE BENEFITS CONSULTANTS74%
  • US BENTEC WORKPLACE SOLUTIONS17%
  • BENEFITS TECHNOLOGIES LLC6%
  • PROVIDENT FINANCIAL LLC3%
Total $86K4 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

LYNCH MANAGEMENT COMPANY 401(K) PLAN

401k

Assets$17.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LYNCH MANAGEMENT WELFARE PLAN

Mixed - FLORIDA BLUE

Premiums$595K
Covered lives1,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LYNCH MANAGEMENT COMPANY 401(K) PLAN401k$17.7M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LYNCH MANAGEMENT WELFARE PLANMixedFLORIDA BLUE$595K1,1392025
Retirement plans
Welfare plans
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