How big is Lehman Insurance Agency's plan?

Lehman Insurance Agency's plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260508123029NAL0006938546001

Lehman Insurance Agency

Name: Lehman Insurance Agency — Lehman Insurance 401(k), Form 5500 (2025)
Creator: Lehman Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lehman Insurance 401(k) Plan & Trust

401(k) retirement plan · Lehman Insurance Agency's Lehman Insurance 401(k) Plan & Trust held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Steven Lehman signed Lehman Insurance Agency's 2025 Form 5500 as plan administrator.

Steven Lehman — 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

Lehman Insurance Agency's EIN is 83-1459761.

EIN 83-1459761

Plan number 001

Plan year 2025

ACK ID 20260508123029NAL0006938546001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lehman Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lehman Insurance Agency'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 LEHMAN INSURANCE AGENCY.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LEHMAN INSURANCE AGENCY

EIN

all filings

Address

11740 DUBLIN BLVD., SUITE 102 · DUBLIN, CA · 94568

Phone

(925) 829-2689

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator