Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUMANITY INC.
EIN 84-4706053management consultingLatest filing 2025
Plans
3
Retirement
2
$69.0M assets
Welfare
1
$1.0M premiums
Participants
1,237
10 NORTH PARK PLACE, SUITE 201 - MORRISTOWN, NJ 07960267-755-8562lumanity.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $69.0M assets / 779 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 730 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$592K
- Life$574K
- Short-term disability$574K
- Long-term disability$574K
- Dental$398K
- Vision$45K
Carrier market share
Premium dollars by Schedule A carrier
55%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY55%
- DELTA DENTAL OF CALIFORNIA38%
- VISION SERVICE PLAN4%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LUMANITY INC. 401(K) PLAN
401k
Assets$48.9M
Participants604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LUMANITY INC. 401(K) SAFE HARBOR PLAN
401k
Assets$20.1M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LUMANITY INC HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUMANITY INC. 401(K) PLAN | 401k | $48.9M | 604 | 2024 | |
| 003 | LUMANITY INC. 401(K) SAFE HARBOR PLAN | 401k | $20.1M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LUMANITY INC HEALTH & WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.0M | 730 | 2025 |
Retirement plans
Welfare plans