Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$160K
- Vision$148K
- Life$121K
- Long-term disability$121K
- Other$121K
Sponsor portfolio
LUSARDI CONSTRUCTION COMPANY
EIN 95-2159879constructionLatest filing 2025
Plans
2
Retirement
1
$44.9M assets
Welfare
1
$281K premiums
Participants
385
1570 LINDA VISTA DRIVE - SAN MARCOS, CA 92078760-744-3133lusardi.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $281K premiums / 363 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- METROPOLITAN LIFE INSURANCE COMPANY53%
- STANDARD INSURANCE COMPANY43%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION4%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
LUSARDI 401(K) PLAN
401k
Assets$44.9M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LUSARDI CONSTRUCTION COMPANY EMPLOYEE WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$281K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | LUSARDI 401(K) PLAN | 401k | $44.9M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LUSARDI CONSTRUCTION COMPANY EMPLOYEE WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $281K | 363 | 2025 |
Retirement plans
Welfare plans