Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$200K
- Vision$200K
- Life$200K
- Short-term disability$200K
- +2 more
Sponsor portfolio
LUCKY'S TRUCK & TRAILER SALES, INC.
EIN 88-4232450Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$2.5M premiums
Participants
357
5636 HORATIO STREET - UTICA, NY 13502802-763-3409
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
91%top
- DIGITAL INSURANCE LLC91%
- CENTRO BENEFITS RESEARCH LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUCKY'S TRUCK AND TRAILER SALES INC. 401(K) PLAN
401k
Assets$6.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LUCKY'S TRUCK AND TRAILER SALES HEALTH AND WELFARE PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.5M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUCKY'S TRUCK AND TRAILER SALES INC. 401(K) PLAN | 401k | $6.6M | 145 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LUCKY'S TRUCK AND TRAILER SALES HEALTH AND WELFARE PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.5M | 206 | 2025 |
Retirement plans
Welfare plans