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Sponsor portfolio

LC SERVICES 1, LLC DBA OAKPOINT

EIN 83-3239171-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$4.3M premiums
Participants
1,097
34300 WOODWARD AVENUE, SUITE 200 - BIRMINGHAM, MI 48009984-275-4598
Plans on this EIN
2 filings
#001401k-$18.6M - 704 part#501Fully Insured-$4.3M - 660 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Vision$4.0M
  • Prescription drug$4.0M
  • Life$284K
  • Short-term disability$284K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • SYMETRA LIFE INSURANCE COMPANY7%
Total $4.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • JOHN A BYCZEK65%
  • USI INSURANCE SERVICES LLC35%
Total $156K2 slices

Plan deep-dives

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

OAKPOINT 401(K) PLAN

401k

Assets$18.6M
Participants704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LC SERVICES 1, LLC DBA OAKPOINT WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$4.3M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKPOINT 401(K) PLAN401k$18.6M7042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LC SERVICES 1, LLC DBA OAKPOINT WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$4.3M6602025
Retirement plans
Welfare plans
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