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Sponsor portfolio

BLAKES LOTABURGER, LLC

EIN 84-1619686-restaurants-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$1.5M premiums
Participants
873
3205 RICHMOND DRIVE NE - ALBUQUERQUE, NM 87107505-884-2160lotaburger.comLinkedIn51-200 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$2.5M - 752 part#501Fully Insured-$1.5M - 177 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$82K
  • Vision$82K
  • Life$82K
  • Short-term disability$82K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BROWN & BROWN INSURANCE SERVICES90%
  • GIS BENEFITS INC9%
  • GIS BENEFITS INC DBA BOON CHAPMAN1%
Total $79K3 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

BLAKE'S LOTABURGER, LLC. RETIREMENT PLAN

401k

Assets$2.5M
Participants752
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLAKES' LOTABURGER, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NEW MEXICO

Premiums$1.5M
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLAKE'S LOTABURGER, LLC. RETIREMENT PLAN401k$2.5M7522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLAKES' LOTABURGER, LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NEW MEXICO$1.5M1772025
Retirement plans
Welfare plans
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