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  1. Companies/
  2. Lumanity Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Lumanity Inc.

EIN 84-4706053-management consulting-Latest filing 2025
Plans
3
Retirement
2
$81.9M assets
Health & Benefits
1
$1.0M premiums
Participants
1,212
790 TOWNSHIP LINE ROAD, SUITE 200 - YARDLEY, PA 19067215-504-5082lumanity.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
3 filings
#002401(k)-$57.7M - 593 part#003401(k)-$24.2M - 161 part#501Mixed-$1.0M - 730 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $81.9M assets / 754 participants

Assets by plan

Share of aggregate retirement assets

  • LUMANITY INC. 401(K) (#002)$57.7M
  • SAFE HARBOR PLAN (#003)$24.2M
Total $81.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$81.9M
Total $81.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LUMANITY INC. 401(K) (#002)593
  • SAFE HARBOR PLAN (#003)161
Total 754Select a row to open it

Benefits portfolio analytics

1 plan / $1.0M premiums / 730 covered lives

Coverage 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
Total $1.0M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

LUMANITY INC. 401(K) PLAN

401(k)

Assets$57.7M
Participants593
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

LUMANITY INC. 401(K) SAFE HARBOR PLAN

401(k)

Assets$24.2M
Participants161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LUMANITY INC HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives730
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002LUMANITY INC. 401(K) PLAN401(k)$57.7M5932025
#003LUMANITY INC. 401(K) SAFE HARBOR PLAN401(k)$24.2M1612025
  • LUMANITY INC. 401(K) PLAN$57.7M
    #002 · 401(k) · 2025593
  • LUMANITY INC. 401(K) SAFE HARBOR PLAN$24.2M
    #003 · 401(k) · 2025161

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LUMANITY INC HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.0M7302025
  • LUMANITY INC HEALTH & WELFARE PLAN$1.0M
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025730
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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