PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LSA ASSOCIATES, INC.
Sponsor portfolioTH

LSA ASSOCIATES, INC.

EIN 94-2341614-Latest filing 2025
Plans
3
Retirement
2
$100.1M assets
Welfare
1
$2.3M premiums
Participants
770
3210 EL CAMINO REAL, SUITE 100 - IRVINE, CA 92602949-553-0666LinkedIn1-10 employees
Plans on this EIN
3 filings
#003401k-$77.7M - 363 part#002ESOP-$22.4M - 311 part#501Fully Insured-$2.3M - 226 lives

Retirement portfolio analytics

2 plans aggregated / $100.1M assets / 674 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#003)78%
  • EMPLOYEE STOCK OWNERSHIP (#002)22%
Total $100.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)363
  • EMPLOYEE STOCK OWNERSHIP (#002)311
Total 674Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$1.4M
  • Vision$1.4M
  • Other$157K
  • Life$65K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CALIFORNIA PHYSICIANS SERVICE60%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ADVOCATE, INC.92%
  • AGIS NETWORK INSURANCE SERVICE8%
Total $111K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

401k

Assets$77.7M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LSA ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.4M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LSA ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.3M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST401k$77.7M3632024
002LSA ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$22.4M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LSA ASSOCIATES, INC. EMPLOYEE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.3M2262025
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