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Sponsor portfolio

LEHR

EIN 61-1499917-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.1M premiums
Participants
400
333 CITY BOULEVARD WEST, 3RD FLOOR - ORANGE, CA 92868916-646-6626
Plans on this EIN
2 filings
#001401k-$4.5M - 90 part#501Fully Insured-$1.1M - 312 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $72K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEHR UPFITTERS 401K PLAN

401k

Assets$4.5M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEHR HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEHR UPFITTERS 401K PLAN401k$4.5M902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEHR HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M3122025
Retirement plans
Welfare plans
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