Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$219K
- Long-term disability$129K
- Vision$110K
- Other$102K
Sponsor portfolio
ALLEN LUND COMPANY, LLC
EIN 95-3301897transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
1
$144.0M assets
Welfare
1
$458K premiums
Participants
1,543
4529 ANGELES CREST HIGHWAY, SUITE 300 - LACANADA, CA 910113247800-777-6572allenlund.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $458K premiums / 702 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
- VISION SERVICE PLAN24%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLEN LUND COMPANY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$144.0M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ALLEN LUND COMPANY, LLC EMPLOYEE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$458K
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLEN LUND COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $144.0M | 833 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ALLEN LUND COMPANY, LLC EMPLOYEE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $458K | 702 | 2025 |
Retirement plans
Welfare plans