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Sponsor portfolio

LMSI, LLC DBA LIGHTHOUSE LAB SERVICES

EIN 84-3411531-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$178K premiums
Participants
335
1337 HUNDRED OAKS DRIVE SUITE A - CHARLOTTE, NC 28217800-838-0602
Plans on this EIN
2 filings
#001401k-$5.9M - 181 part#501Mixed-$178K - 154 lives

Benefits portfolio analytics

1 plan / $178K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$80K
  • Other$35K
  • Short-term disability$33K
  • Life$24K
  • Long-term disability$20K
  • Vision$10K
Total $178K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $178K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MARSH & MCLENNAN AGENCY LLC64%
  • USI INSURANCE SERVICES LLC36%
Total $22K2 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

LMSI, LLC DBA. LIGHTHOUSE LAB SERVICES 401K PLAN

401k

Assets$5.9M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LMSI, LLC DBA LIGHTHOUSE LAB SERVICES WRAP BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$178K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LMSI, LLC DBA. LIGHTHOUSE LAB SERVICES 401K PLAN401k$5.9M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LMSI, LLC DBA LIGHTHOUSE LAB SERVICES WRAP BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$178K1542025
Retirement plans
Welfare plans
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