Sponsor portfolio

LMR TECHNICAL GROUP LLC

EIN 83-2215560Professional, Scientific, and Technical ServicesLatest filing 2025

Plans

Retirement

$2.7M assets

Welfare

$1.2M premiums

Participants

275

5635 SMU BLVD STE 103 - DALLAS, TX 75206972-765-3345

Plans on this EIN

3 filings

#001401k-$1.8M - 109 part #002401k-$872K - 77 part #501Fully Insured-$1.2M - 132 lives

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 186 participants

Assets by plan

Share of aggregate retirement assets

68%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.2M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$239K
Prescription drug$239K
Other$78K
Life$55K
Short-term disability$55K
Long-term disability$55K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

68%top

BLUE CROSS OF CALIFORNIA68%
USABLE LIFE15%
COMBINED INSURANCE COMPANY OF AMERICA11%
RELIANCE STANDARD LIFE INSURANCE COMPANY6%

Broker market share

Schedule A broker compensation

Split broker

49%top

LOCKTON COMPANIES, LLC49%
BALDWIN KRYSTYN SHERMAN PARTNERS40%
BLUE CROSS BLUE SHIELD OF FLORIDA6%
GIS BENEFITS INC5%

Plan deep-dives

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

Retirement#001

LMR TECHNICAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M

Participants109

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

LMR TECHNICAL GROUP 401(K) PROFIT SHARING PLAN TWO

401k

Assets$872K

Participants77

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501