PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LEAN TECHNIQUES

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 38-3836804

LEAN TECHNIQUES

9131 NORTHPARK DRIVE · JOHNSTON, IA 50131
5155188060
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
116
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
LEAN TECHNIQUES
Fully insured116 covered·4 carriers
Primary: WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M81.9%
Dental$85K4.4%
Life$63K3.3%
Short-term disability$63K3.3%
Long-term disability$63K3.3%
Other$63K3.3%
Vision$14K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 420318333
H
$1.6M90.7%11116
DELTA DENTAL OF CALIFORNIA
EIN 420959302
D
$85K4.9%11114
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$63K3.6%1183
VERATRUS BENEFIT SOLUTIONS
EIN 271584394
V
$14K0.8%1198

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESWAUKEE, IADELTA DENTAL OF IOWA, SUN LIFE ASSURANCE COMPANY OF CANADA, WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, VERATRUS BENEFIT SOLUTIONS$58K$146$58K100.0%1

History & trajectory

2 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