Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.7M
- Health$1.6M
- Prescription drug$1.6M
- Other$351K
- Dental$187K
- Short-term disability$187K
- +2 more
Sponsor portfolio
LONE TREE SERVICES, LLC
EIN 81-4774368renewables & environmentLatest filing 2025
Plans
2
Retirement
1
$308K assets
Welfare
1
$1.9M premiums
Participants
371
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 294 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- AETNA LIFE INSURANCE COMPANY78%
- AFLAC10%
- STANDARD INSURANCE COMPANY8%
- AMFIRST4%
Broker market share
Schedule A broker compensation
40%top
- KRISTINE G WYCKOFF40%
- SHIRAZI-MILLER BENEFITS LLC37%
- MARSH & MCLENNAN AGENCY LLC10%
- CENTERSTONE INSURANCE AND FINANCIAL3%
- MORGAN WHITE LIMITED2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LONE TREE SERVICES, LLC 401(K) PLAN
401k
Assets$308K
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LONE TREE SERVICES LLC EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LONE TREE SERVICES, LLC 401(K) PLAN | 401k | $308K | 137 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LONE TREE SERVICES LLC EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.9M | 294 | 2025 |
Retirement plans
Welfare plans