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Sponsor portfolioWelfare / HealthEIN 33-0337578

LYON MANAGEMENT GROUP, INC.

d/b/a LYON LIVING
4901 BIRCH STREET · NEWPORT BEACH, CA 926602108
9492529101
Plans filed
1
Years active
2015–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$324K
No prior year
Persons covered
277
No prior year
Total participants
277
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #506$324K
LYON MANAGEMENT GROUP HEALTH & WELFARE PLAN
Mixed277 covered·5 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$280K33.5%
Dental$177K21.1%
Life$118K14.1%
Short-term disability$118K14.1%
Long-term disability$118K14.1%
Vision$26K3.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$162K50.1%13253
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$118K36.3%11277
VISION SERVICE PLAN
EIN 941632821
V
$26K8.1%11195
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$18K5.5%11112

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BURNHAM BENEFITS INSURANCE SERVICESIRVINE, CAHARTFORD LIFE AND ACCIDENT, METLIFE LEGAL PLANS, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY$26K$5K$31K99.6%1
AON CONSULTING INCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$0$113$1130.4%1

History & trajectory

10 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
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