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Sponsor portfolioWelfare / HealthEIN 95-3301897

ALLEN LUND COMPANY, LLC

4529 ANGELES CREST HIGHWAY · LA CANADA, CA 91011
8007776572
Plans filed
1
Years active
2015–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$458K
No prior year
Persons covered
702
No prior year
Total participants
710
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$458K
ALLEN LUND COMPANY, LLC EMPLOYEE BENEFIT PLAN
Mixed702 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$219K39.2%
Long-term disability$129K23.0%
Vision$110K19.6%
Other$102K18.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$348K76.1%13702
VISION SERVICE PLAN
EIN 941632821
V
$110K23.9%11667

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERPASADENA, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$52K$25K$77K100.0%1

History & trajectory

11 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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