PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LIONHEART INDUSTRIAL GROUP LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 30-0873984

LIONHEART INDUSTRIAL GROUP LLC

54 FRIENDS LANE · NEWTOWN, PA 18940
2152838401
Plans filed
3
Years active
2020–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$535K
No prior year
Persons covered
241
No prior year
Total participants
304
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$535K
LIONHEART INDUSTRIAL GROUP LLC HEALTH AND WELFARE PLAN
Fully insured241 covered·4 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$123K
LIONHEART INDUSTRIAL GROUP LLC GROUP INSURANCE PLAN
Fully insured133 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$0
LIONHEART INDUSTRIAL GROUP LLC HEALTH BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$270K17.6%
Other$265K17.3%
Life$197K12.9%
Short-term disability$197K12.9%
Long-term disability$197K12.9%
Health$136K8.9%
Prescription drug$136K8.9%
Vision$134K8.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$197K36.8%11102
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRxD
$136K25.5%1117
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
DV
$134K25.0%11241
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$68K12.7%11134

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILSTARMOUNT LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, EXCELLUS BLUE CROSS BLUE SHIELD$11K$4K$15K42.5%1
PPI BENEFIT SOLUTIONSWALLINGFORD, CTLIFE INSURANCE COMPANY OF NORTH AMERICA$0$10K$10K27.0%1
PROFESSIONAL PENSIONS INCWALLINGFORD, CTSTARMOUNT LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY$9K$672$10K26.2%1
ZOLLER AGENCYNEW HARTFORD, NYEXCELLUS BLUE CROSS BLUE SHIELD$1K$0$1K4.0%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUNUM INSURANCE COMPANY$61$18$790.2%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica