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Sponsor portfolioWelfare / HealthEIN 95-4742435

LIDO ADVISORS, LLC

1875 CENTURY PARK EAST · LOS ANGELES, CA 90067
6783179861
Plans filed
2
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
716
No prior year
Total participants
427
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.5M
LIDO ADVISORS, LLC
Mixed716 covered·3 carriers
Primary: CIGNA
Plan #502$196K
LIDO ADVISORS, LLC LONG TERM DISABILITY HEALTH AND WELFARE PLAN
Fully insured253 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$578K20.0%
Vision$578K20.0%
Life$578K20.0%
Short-term disability$578K20.0%
Long-term disability$578K20.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
$2.9M83.5%13327
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTD
$578K16.5%11716

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCATLANTA, GACIGNA HEALTH AND LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, CIGNA$150K$0$150K80.3%1
GBS BENEFITS INCSALT LAKE CITY, UTPRINCIPAL LIFE INSURANCE COMPANY$19K$0$19K10.1%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VLG, CAPRINCIPAL LIFE INSURANCE COMPANY$0$18K$18K9.5%1

History & trajectory

4 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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