Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Other$285K
- Life$238K
- Short-term disability$238K
- Long-term disability$238K
- +1 more
Filings through .
Lozano Smith LLP
EIN 80-0874383law practiceLatest filing 2025
Plans
2
Retirement
1
$56.5M assets
Health & Benefits
1
$3.6M premiums
Participants
485
7404 NORTH SPALDING AVENUE - FRESNO, CA 93720559-431-5600lozanosmith.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.6M premiums / 442 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LOZANO SMITH 401K PROFIT SHARING PLAN
401(k)
Assets$56.5M
Participants277
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LOZANO SMITH, LLP HEALTH AND WELFARE PLAN
Mixed - CALIFORNIA PHYSICIANS SERVICE
Premiums$3.6M
Covered lives442
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LOZANO SMITH 401K PROFIT SHARING PLAN | 401(k) | $56.5M | 277 | 2025 |
- #001 · 401(k) · 2025277
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LOZANO SMITH, LLP HEALTH AND WELFARE PLAN | Mixed | CALIFORNIA PHYSICIANS SERVICE | $3.6M | 442 | 2025 |
- #501 · Mixed · CALIFORNIA PHYSICIANS SERVICE · 2025442
Retirement plans
Health & Benefits plans