PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LTCT HOLDINGS LLC
Sponsor portfolio

LTCT HOLDINGS LLC

EIN 93-4283244-Latest filing 2025
Plans
3
Retirement
1
$13.4M assets
Welfare
2
$800K premiums
Participants
1,014
2387 LIBERTY WAY - VIRGINIA BEACH, VA 23456866-871-1040
Plans on this EIN
3 filings
#001401k-$13.4M - 462 part#501Fully Insured-$793K - 433 lives#502Fully Insured-$7K - 271 lives

Benefits portfolio analytics

2 plans / $800K premiums / 704 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$435K
  • Prescription drug$435K
  • Dental$193K
  • Vision$193K
  • Other$137K
  • Life$104K
  • +2 more
Total $800K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNITED HEALTHCARE INSURANCE COMPANY43%
  • AMERITAS LIFE INSURANCE CORP.24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • TRIPLE S SALUD, INC.9%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • +2 more
Total $800K7 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • THE CASON GROUP INC45%
  • MARSH & MCLENNAN AGENCY LLC34%
  • MCGRIFF INSURANCE SERVICES INC21%
Total $30K3 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

LIBERTY TAX & COMMUNITY TAX 401(K) PLAN

401k

Assets$13.4M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LTCT HOLDINGS LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$793K
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LTCT HOLDINGS LLC EAP OPTUM

Fully Insured - UNITED BEHAVIORAL HEALTH DBA OPTUM

Premiums$7K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIBERTY TAX & COMMUNITY TAX 401(K) PLAN401k$13.4M4622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LTCT HOLDINGS LLC HEALTH AND WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$793K4332025
502LTCT HOLDINGS LLC EAP OPTUMFully InsuredUNITED BEHAVIORAL HEALTH DBA OPTUM$7K2712025
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