How big is Lumbra Risk Advisors LLC DBA LRA Insurance's plan?

Lumbra Risk Advisors LLC DBA LRA Insurance's plan reported $1.6M in assets and 58 participants for 2025.

Original filing (PDF)20260428102149NAL0021330994001

Lumbra Risk Advisors LLC DBA LRA Insurance

Name: Lumbra Risk Advisors LLC DBA LRA Insurance — Form 5500 Plan 001 (2025)
Creator: Lumbra Risk Advisors LLC DBA LRA Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LRA Insurance 401(k) Plan

401(k) retirement plan · Lumbra Risk Advisors LLC DBA LRA Insurance's LRA Insurance 401(k) Plan held $1.6M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Brian Caffrey signed Lumbra Risk Advisors LLC DBA LRA Insurance's 2025 Form 5500 as plan administrator.

Brian Caffrey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lumbra Risk Advisors LLC DBA LRA Insurance's EIN is 59-2744756.

EIN 59-2744756

Plan number 001

Plan year 2025

ACK ID 20260428102149NAL0021330994001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lumbra Risk Advisors LLC DBA LRA Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lumbra Risk Advisors LLC DBA LRA Insurance's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMBRA RISK ADVISORS LLC DBA LRA INSURANCE.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off