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Sponsor portfolio

LIDS HOLDINGS, INC.

EIN 83-3165318-Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$1.4M premiums
Participants
3,349
7676 INTERACTIVE WAY, SUITE 300 - INDIANAPOLIS, IN 46278317-334-9428
Plans on this EIN
2 filings
#001401k-$14.5M - 1,753 part#501Fully Insured-$1.4M - 1,592 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$497K
  • Health$310K
  • Life$306K
  • Other$286K
  • Short-term disability$281K
  • Vision$280K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA34%
  • HAWAII MEDICAL SERVICE ASSOCIATION13%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $125K1 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

LIDS 401(K) SALARY DEFERRAL PLAN

401k

Assets$14.5M
Participants1,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIDS HOLDINGS, INC. HEALTH & WELFARE PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives1,592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIDS 401(K) SALARY DEFERRAL PLAN401k$14.5M1,7532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIDS HOLDINGS, INC. HEALTH & WELFARE PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.4M1,5922025
Retirement plans
Welfare plans
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