Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Prescription drug$593K
- Other$255K
- Life$216K
- Short-term disability$216K
- Long-term disability$216K
- +1 more
Sponsor portfolio
LOZANO SMITH LLP
EIN 80-0874383law practiceLatest filing 2024
Plans
2
Retirement
1
$47.4M assets
Welfare
1
$3.0M premiums
Participants
480
7404 NORTH SPALDING AVENUE - FRESNO, CA 93720559-431-5600lozanosmith.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 413 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- CALIFORNIA PHYSICIANS SERVICE71%
- KAISER FOUNDATION HEALTH PLAN INC20%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
88%top
- BURNHAM BENEFITS INSURANCE SERVICES88%
- THE BALDWIN GROUP WEST LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOZANO SMITH 401(K) PROFIT SHARING PLAN
401k
Assets$47.4M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOZANO SMITH, LLP HEALTH AND WELFARE PLAN
Mixed - CALIFORNIA PHYSICIANS SERVICE
Premiums$3.0M
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOZANO SMITH 401(K) PROFIT SHARING PLAN | 401k | $47.4M | 277 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOZANO SMITH, LLP HEALTH AND WELFARE PLAN | Mixed | CALIFORNIA PHYSICIANS SERVICE | $3.0M | 413 | 2024 |
Retirement plans
Welfare plans