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Sponsor portfolio

LILAC SOLUTIONS, INC.

EIN 81-2946618-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$1.9M premiums
Participants
282
1700 20TH STREET - OAKLAND, CA 94607607-342-7440LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$6.2M - 183 part#501Fully Insured-$1.9M - 131 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$339K
  • Dental$209K
  • Vision$209K
  • Life$209K
  • Short-term disability$209K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • AETNA LIFE INSURANCE COMPANY72%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • DIGITAL INSURANCE LLC85%
  • BEERE & PURVES INC12%
  • RIPPLING INSURANCE SERVICES INC3%
Total $141K3 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

LILAC SOLUTIONS, INC. RETIREMENT TRUST

401k

Assets$6.2M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LILAC SOLUTIONS, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.9M
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LILAC SOLUTIONS, INC. RETIREMENT TRUST401k$6.2M1832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LILAC SOLUTIONS, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$1.9M1312025
Retirement plans
Welfare plans
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