PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOOMIS
Sponsor portfolioTH

LOOMIS

EIN 75-0117200-Latest filing 2025
Plans
2
Retirement
1
$258.4M assets
Welfare
1
$6.0M premiums
Participants
23,804
2500 CITY WEST BOULEVARD, SUITE 2300 - HOUSTON, TX 77042713-435-6729
Plans on this EIN
2 filings
#002401k-$258.4M - 13,100 part#501Fully Insured-$6.0M - 11,222 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 11,222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.1M
  • Other$1.6M
  • Life$1.5M
  • Health$678K
  • Prescription drug$678K
  • Long-term disability$353K
  • +1 more
Total $6.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • METROPOLITAN LIFE INSURANCE COMPANY87%
  • HAWAII MEDICAL SERVICE ASSOCIATION11%
  • ACE AMERICAN INSURANCE COMPANY2%
Total $6.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $180K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LOOMIS 401(K) PRE-TAX SAVINGS PLAN

401k

Assets$258.4M
Participants13,100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOOMIS HEALTH & WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.0M
Covered lives11,222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LOOMIS 401(K) PRE-TAX SAVINGS PLAN401k$258.4M13,1002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOOMIS HEALTH & WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$6.0M11,2222025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica