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Sponsor portfolio

LORENZO ENTERPRISES CORP

EIN 81-1311950-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$844K assets
Welfare
1
$997K premiums
Participants
325
30725 S. FEDERAL HWY. - HOMESTEAD, FL 33030305-307-8039lorenzosa.co.zaLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$844K - 147 part#510Fully Insured-$997K - 178 lives

Benefits portfolio analytics

1 plan / $997K premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$835K
  • Other$157K
  • Dental$43K
  • Long-term disability$15K
  • Life$13K
  • Short-term disability$13K
  • +1 more
Total $997K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • AVMED84%
  • AMERITAS LIFE INSURANCE CORP.7%
  • DELTA DENTAL OF CALIFORNIA4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE0%
Total $997K5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • CROWN RISK MANAGEMENT, LLC58%
  • WORLD INSURANCE ASSOCIATES LLC31%
  • NATIONAL AGENCY SOLUTIONS LLC11%
Total $66K3 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

LORENZO FORD 401K PLAN

401k

Assets$844K
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

LORENZO ENTERPRISES CORP EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - AVMED

Premiums$997K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LORENZO FORD 401K PLAN401k$844K1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510LORENZO ENTERPRISES CORP EMPLOYEE WELFARE BENEFITS PLANFully InsuredAVMED$997K1782025
Retirement plans
Welfare plans
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