Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$83K
- Life$52K
- Other$52K
- Vision$17K
Sponsor portfolio
LOBEL FINANCIAL
EIN 95-3470408financial servicesLatest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$2.7M premiums
Participants
485
1150 N. MAGNOLIA AVENUE - ANAHEIM, CA 92801714-816-1381lobelfinancial.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 231 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNITED CONCORDIA INSURANCE COMPANY3%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
50%top
- MCGRIFF INSURANCE SERVICES INC50%
- MARSH & MCLENNAN AGENCY LLC46%
- BB&T INSURANCE SERVICES, INC.5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LOBEL FINANCIAL 401K PLAN
401k
Assets$22.4M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOBEL FINANCIAL GROUP WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.7M
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LOBEL FINANCIAL 401K PLAN | 401k | $22.4M | 298 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOBEL FINANCIAL GROUP WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.7M | 231 | 2025 |
Retirement plans
Welfare plans