Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$172K
- Vision$172K
- Life$172K
- Short-term disability$172K
Sponsor portfolio
LINCOLN HOLDING COMPANY, LLC
EIN 81-1211038Latest filing 2025
Plans
3
Retirement
1
$5.0M assets
Welfare
2
$172K premiums
Participants
592
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $172K premiums / 319 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
70%top
- GIBSON INSURANCE AGENCY, INC.70%
- JAMES R NELLIGAN & ASSOCIATES LLC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LINCOLN AND TEAM LOGISTICS RETIREMENT PLAN
401k
Assets$5.0M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LINCOLN ENERGY SOLUTIONS
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$172K
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LINCOLN HOLDING COMPANY, LLC HEALTH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LINCOLN AND TEAM LOGISTICS RETIREMENT PLAN | 401k | $5.0M | 182 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LINCOLN ENERGY SOLUTIONS | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $172K | 319 | 2025 | |
| 501 | LINCOLN HOLDING COMPANY, LLC HEALTH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans