Assets by plan
Share of aggregate retirement assets
Filings through .
LGS Management Group, Inc.
EIN 82-5475512Management of Companies and EnterprisesLatest filing 2025
Plans
3
Retirement
2
$2.5M assets
Health & Benefits
1
$919K premiums
Participants
146
2133 UPTON DRIVE STE 126 #512 - VIRGINIA BEACH, VA 23454757-222-0300
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $2.5M assets / 76 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $919K premiums / 187 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$898K
- Dental$898K
- Vision$15K
- Short-term disability$7K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LGS MANAGEMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.4M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LGS MANAGEMENT GROUP, INC.
Other DC
Assets$106K
Participants59
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
LGS MANAGEMENT GROUP, INC. WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$919K
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LGS MANAGEMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.4M | 17 | 2025 |
| #001 | SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LGS MANAGEMENT GROUP, INC. | Other DC | $106K | 59 | 2025 |
- #003 · ESOP · 202517
- #001 · Other DC · 202559
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | LGS MANAGEMENT GROUP, INC. WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $919K | 187 | 2024 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2024187
Retirement plans
Health & Benefits plans