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Sponsor portfolio

LENDER'S CONSULTING GROUP, LLC

EIN 80-0965720-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$497K premiums
Participants
291
201 EAST KENNEDY BOULEVARD, SUITE 1700 - TAMPA, FL 33602813-226-2800
Plans on this EIN
2 filings
#001401k-$5.8M - 144 part#501Fully Insured-$497K - 258 lives

Benefits portfolio analytics

1 plan / $497K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$352K
  • Prescription drug$352K
  • Other$146K
  • Dental$142K
  • Vision$142K
  • Life$142K
  • +2 more
Total $497K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY29%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $497K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • BROWN & BROWN INSURANCE SERVICES80%
  • GIS BENEFITS INC10%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS6%
  • GROUP INSURANCE SERVICES INC3%
  • GIS NATIONAL0%
Total $83K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LENDER'S CONSULTING GROUP 401K PLAN

401k

Assets$5.8M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LENDER'S CONSULTING GROUP, LLC BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$497K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LENDER'S CONSULTING GROUP 401K PLAN401k$5.8M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LENDER'S CONSULTING GROUP, LLC BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$497K2582025
Retirement plans
Welfare plans
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