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Sponsor portfolio

LUCCHESE, INC.

EIN 75-2769176-Manufacturing-Latest filing 2025
Plans
3
Retirement
1
$8.5M assets
Welfare
2
$662K premiums
Participants
1,680
40 WALTER JONES BLVD - EL PASO, TX 79906915-778-3066
Plans on this EIN
3 filings
#002401k-$8.5M - 800 part#511Mixed-$518K - 787 lives#512Mixed-$144K - 226 lives

Benefits portfolio analytics

2 plans / $662K premiums / 1,013 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$518K
  • Long-term disability$518K
  • Other$518K
  • Dental$144K
  • Vision$144K
Total $662K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $662K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • LOCKTON COMPANIES, LLC70%
  • HOLMES MURPHY & ASSOCIATES30%
Total $9K2 slices

Plan deep-dives

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

LUCCHESE INC. EE INVESTMENT PLAN

401k

Assets$8.5M
Participants800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

LUCCHESE, INC. LONG TERM DISABILITY PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$518K
Covered lives787
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

LUCCHESE, INC HEALTH CARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$144K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LUCCHESE INC. EE INVESTMENT PLAN401k$8.5M8002025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511LUCCHESE, INC. LONG TERM DISABILITY PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$518K7872025
512LUCCHESE, INC HEALTH CARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$144K2262025
Retirement plans
Welfare plans
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