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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
Plan #501$1.5M
LUTZE, INC PLAN OFFERINGS
Fully insured147 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M47.1%
Prescription drug$1.3M47.1%
Dental$85K3.0%
Long-term disability$22K0.8%
Short-term disability$18K0.6%
Life$15K0.5%
Other$15K0.5%
Vision$6K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$1.3M90.1%11140
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DLSTDLTDOth
$140K9.5%14113
EYEMED VISION CARE
EIN 430949844
V
$6K0.4%11147

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HARRY LORE—BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$19K$0$19K53.7%1
NFP INSURANCE SERVICES INC—UNITED OF OMAHA, EYEMED$14K$2K$16K46.3%1

Policy details

Latest year, by plan
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