Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$133K
- Vision$133K
- Long-term disability$133K
- Life$25K
- +2 more
Sponsor portfolio
LSL, LLP
EIN 95-2700123accountingLatest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$1.4M premiums
Participants
300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 209 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- BLUE CROSS OF CALIFORNIA63%
- KAISER FOUNDATION HEALTH PLAN INC25%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
55%top
- ADVANCED BENEFIT CENTER, INC.55%
- MERCER HEALTH AND BENEFITS, LLC19%
- BROWN & BROWN INSURANCE SERVICES17%
- HUB INTERNATIONAL MIDWEST LIMITED6%
- JB CREATIVE SOLUTIONS LLC2%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$15.3M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LSL, LLP EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE SHIELD OF CALIFORNIA
Premiums$1.4M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LANCE, SOLL & LUNGHARD, LLP 401(K) PROFIT SHARING PLAN | 401k | $15.3M | 157 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LSL, LLP EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE SHIELD OF CALIFORNIA | $1.4M | 209 | 2025 |
Retirement plans
Welfare plans