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Sponsor portfolio

LUMINA MANAGEMENT SERVICES, LLC

EIN 82-4360871-Latest filing 2025
Plans
3
Retirement
1
$2.7M assets
Welfare
2
$1.6M premiums
Participants
669
4222 E THOMAS RD STE 310 - PHOENIX, AZ 850187601480-955-0329
Plans on this EIN
3 filings
#001401k-$2.7M - 234 part#502Mewa-$824K - 268 lives#501Fully Insured-$738K - 225 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$681K
  • Dental$96K
  • Other$47K
  • Life$23K
  • Short-term disability$23K
Total $824K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • DELTA DENTAL OF CALIFORNIA12%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $824K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $90K1 slice

Plan deep-dives

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

LUMINA MANAGEMENT SERVICES 401(K) PLAN

401k

Assets$2.7M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LUMINA MANAGEMENT COMPANY HEALTH AND WELFARE PLAN

Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$824K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LUMINA MANAGEMENT COMPANY EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$738K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUMINA MANAGEMENT SERVICES 401(K) PLAN401k$2.7M2342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LUMINA MANAGEMENT COMPANY HEALTH AND WELFARE PLANMewaCIGNA HEALTH AND LIFE INSURANCE COMPANY$824K2682025
501LUMINA MANAGEMENT COMPANY EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$738K2252024
Retirement plans
Welfare plans
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