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Sponsor portfolio

LEMO USA, INC.

EIN 94-2187202-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$1.6M premiums
Participants
276
635 PARK COURT - ROHNERT PARK, CA 94928707-206-3805
Plans on this EIN
2 filings
#001401k-$12.1M - 161 part#501Fully Insured-$1.6M - 116 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 116 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$291K
  • Dental$279K
  • Vision$279K
  • Life$279K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITEDHEALTHCARE INSURANCE COMPANY51%
  • HEALTH NET31%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
  • AFLAC1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • JUDI JONES0%
  • JAYDA ZEMANSKY AND OTHER AGENTS0%
  • JAMES SPROUSE0%
  • MARK C. HUBER0%
  • +2 more
Total $113K7 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

LEMO USA INC 401(K) PROFIT SHARING PLAN

401k

Assets$12.1M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEMO USA, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEMO USA INC 401(K) PROFIT SHARING PLAN401k$12.1M1612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEMO USA, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1162025
Retirement plans
Welfare plans
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