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Sponsor portfolio

LUMENS, INC.

EIN 86-3844424-retail-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$1.7M premiums
Participants
444
2020 L STREET, SUITE LL10 - SACRAMENTO, CA 95811925-949-0698lumens.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$12.5M - 280 part#501Fully Insured-$1.7M - 163 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.2M
  • Dental$131K
  • Vision$131K
  • Life$35K
  • Other$35K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • SUTTER HEALTH PLAN36%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • NFP INSURANCE SERVICES INC96%
  • TOTALIS BENEFITS4%
Total $100K2 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

LUMENS, INC. 401(K) PLAN

401k

Assets$12.5M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUMENS HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION

Premiums$1.7M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUMENS, INC. 401(K) PLAN401k$12.5M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUMENS HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION$1.7M1632025
Retirement plans
Welfare plans
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