Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$58K
- Long-term disability$52K
- Short-term disability$52K
- Other$35K
- Life$29K
- Vision$13K
Sponsor portfolio
LLOYD & MCDANIEL, PLC
EIN 61-0861142Latest filing 2025
Plans
3
Retirement
1
$9.2M assets
Welfare
2
$233K premiums
Participants
490
700 N. HURSTBOURNE PKWY, SUITE 200 - LOUISVILLE, KY 40222502-736-4504
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $233K premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- STANDARD INSURANCE COMPANY97%
- PAN-AMERICAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
93%top
- HIGGINBOTHAM INS AGENCY INC93%
- CRUMDALE SPECIALTY7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN
401k
Assets$9.2M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LLOYD & MCDANIEL, PLC EMPLOYEE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$233K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LLOYD & MCDANIEL, PLC MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN | 401k | $9.2M | 253 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LLOYD & MCDANIEL, PLC EMPLOYEE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $233K | 234 | 2025 | |
| 501 | LLOYD & MCDANIEL, PLC MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans