Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
- Other$186K
- Dental$167K
- Vision$20K
Sponsor portfolio
SAM LEMAN I, LLC
EIN 74-2939491Retail TradeLatest filing 2024
Plans
2
Retirement
1
$33.7M assets
Welfare
1
$373K premiums
Participants
870
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $373K premiums / 432 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- DEARBORN LIFE INSURANCE COMPANY50%
- BLUE CROSS OF CALIFORNIA45%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
81%top
- HUB INTERNATIONAL MIDWEST LIMITED81%
- R W TROXELL AND COMPANY19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAM LEMAN I, LLC 401(K) PLAN
401k
Assets$33.7M
Participants477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAM LEMAN I, LLC WELFARE BENEFIT PLAN
Mixed - DEARBORN LIFE INSURANCE COMPANY
Premiums$373K
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAM LEMAN I, LLC 401(K) PLAN | 401k | $33.7M | 477 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAM LEMAN I, LLC WELFARE BENEFIT PLAN | Mixed | DEARBORN LIFE INSURANCE COMPANY | $373K | 432 | 2024 |
Retirement plans
Welfare plans