Lion Group, Inc.
Overview
Lion Group, Inc. sponsors a self-funded health plan that covered 661 participants in plan year 2024. The plan year starts in June. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 661
- Plan year
- Begins June 1 · next renewal June 2027
- Health plans filed
- Lion Group, Inc. Group Health Plan, plan 502 (661 participants)
- Broker compensation
- $79K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Dental, Life, Short-term disability, Long-term disability, Accident, Critical Illness | 1,574 | $761K | $36K |
| Sun Life Assurance Company of Canada | Life, Short-term disability, Long-term disability | 821 | $240K | $43K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,032 | $64K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 661 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Lion Group, Inc.
- Sponsor EIN
- 47-1845529
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 47-1845529 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Lion Group, Inc. Profit Sharing Plan and Trust
- Type
- 401(k) plan
- Participants
- 1,204
About this data
Source: Lion Group, Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Lion Group, Inc..