Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$149K
- Other$120K
- Life$98K
- Long-term disability$98K
- +1 more
Sponsor portfolio
LIONAKIS
EIN 68-0397596architecture & planningLatest filing 2025
Plans
2
Retirement
1
$52.9M assets
Welfare
1
$1.6M premiums
Participants
534
2025 19TH STREET - SACRAMENTO, CA 958116714916-558-1900lionakis.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 446 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY58%
- KAISER FOUNDATION HEALTH PLAN INC23%
- UNITED CONCORDIA INSURANCE COMPANY10%
- HARTFORD LIFE AND ACCIDENT6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +1 more
Broker market share
Schedule A broker compensation
89%top
- M & O AGENCIES INC89%
- THE MAHONEY GROUP9%
- M & O AGENGIES, INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LIONAKIS 401K PLAN
401k
Assets$52.9M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LIONAKIS HEALTH & WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LIONAKIS 401K PLAN | 401k | $52.9M | 314 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LIONAKIS HEALTH & WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.6M | 446 | 2025 |
Retirement plans
Welfare plans