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Sponsor portfolioWelfare / HealthEIN 22-2421555
LUTZE, INC.
13330 SOUTH RIDGE DRIVE · CHARLOTTE, NC 28273
9784107037
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
147
No prior year
Total participants
113
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 47.1% | |
| Prescription drug | $1.3M | 47.1% | |
| Dental | $85K | 3.0% | |
| Long-term disability | $22K | 0.8% | |
| Short-term disability | $18K | 0.6% | |
| Life | $15K | 0.5% | |
| Other | $15K | 0.5% | |
| Vision | $6K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRx | $1.3M | 90.1% | 1 | 1 | 140 |
EIN 470322111 | DLSTDLTDOth | $140K | 9.5% | 1 | 4 | 113 |
EIN 430949844 | V | $6K | 0.4% | 1 | 1 | 147 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HARRY LORE | — | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $19K | $0 | $19K | 53.7% | 1 |
| NFP INSURANCE SERVICES INC | — | UNITED OF OMAHA, EYEMED | $14K | $2K | $16K | 46.3% | 1 |
Policy details
Latest year, by plan