Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$116K
- Other$116K
- Vision$11K
- Dental$6K
Sponsor portfolio
LUCKY CHANCES, INC
EIN 94-3199406Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$133K premiums
Participants
1,141
1700 HILLSIDE BOULEVARD - COLMA, CA 94014
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $133K premiums / 527 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY87%
- VISION SERVICE PLAN8%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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 EMPLOYEE 401(K) RETIREMENT PLAN
401k
Assets$26.3M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HEALTH BENEFITS GROUP LLC HEALTH PLANS
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$133K
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUCKY EMPLOYEE 401(K) RETIREMENT PLAN | 401k | $26.3M | 614 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH BENEFITS GROUP LLC HEALTH PLANS | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $133K | 527 | 2025 |
Retirement plans
Welfare plans