Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Long-term disability$29K
Sponsor portfolio
LANE GORMAN TRUBITT, LLC
EIN 75-1044330accountingLatest filing 2024
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$1.3M premiums
Participants
301
2626 HOWELL ST SUITE 700 - DALLAS, TX 75204214-871-7500lgt-cpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 134 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- UNITEDHEALTHCARE INSURANCE COMPANY97%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- LGT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LANE GORMAN TRUBITT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$25.4M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LANE GORMAN TRUBITT, LLC EMPLOYEE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LANE GORMAN TRUBITT, LLC 401(K) PROFIT SHARING PLAN | 401k | $25.4M | 167 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LANE GORMAN TRUBITT, LLC EMPLOYEE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 134 | 2024 |
Retirement plans
Welfare plans