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Sponsor portfolio

LPA, INC.

EIN 95-2693579-architecture & planning-Latest filing 2024
Plans
2
Retirement
1
$79.5M assets
Welfare
1
$5.1M premiums
Participants
1,062
5301 CALIFORNIA AVENUE, SUITE 100 - IRVINE, CA 92617949-701-4093lpadesignstudios.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filings
#003401k-$79.5M - 630 part#502Fully Insured-$5.1M - 535 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Prescription drug$4.6M
  • Other$155K
  • Life$145K
  • Long-term disability$108K
  • Dental$74K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITED HEALTHCARE INSURANCE COMPANY76%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • STANDARD INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $5.1M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RELATIONAL ADVISORS, LLC100%
Total $237K1 slice

Plan deep-dives

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

LPA, INC. 401(K) SAVINGS PLAN

401k

Assets$79.5M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LPA, INC. HEALTH, LIFE AND AD&D PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.1M
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LPA, INC. 401(K) SAVINGS PLAN401k$79.5M6302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LPA, INC. HEALTH, LIFE AND AD&D PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$5.1M5352024
Retirement plans
Welfare plans
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