PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LUBY'S RESTAURANT CORPORATION
Sponsor portfolio

LUBY'S RESTAURANT CORPORATION

EIN 87-1502525-restaurants-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$2.2M premiums
Participants
2,588
4544 S PINEMONT STREET 208 - HOUSTON, TX 77041713-329-6800lubys.comLinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$2.4M - 1,643 part#501Fully Insured-$2.2M - 1,033 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,033 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$361K
  • Vision$361K
  • Life$361K
  • Short-term disability$361K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HUB INTERNATIONAL MIDWEST LIMITED87%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
Total $180K2 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

LUBY'S RESTAURANT CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$2.4M
Participants1,643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUBY'S RESTAURANT CORPORATION EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives1,033
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUBY'S RESTAURANT CORPORATION RETIREMENT SAVINGS PLAN401k$2.4M1,6432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUBY'S RESTAURANT CORPORATION EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M1,0332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica