Lumity, Inc.
San Francisco, CA
Lumity, Inc. of San Francisco, CA is the broker of record on 55 Form 5500 Schedule A filings covering 39 employer benefit plans across 7 states, with $3,694,036 in reported broker commissions (plan year 2025).
Quick answer
Lumity, Inc. (San Francisco, CA) is the broker of record for 39 employer benefit plan sponsors on 55 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lumity, Inc. have?
- Lumity, Inc. is named as broker on Form 5500 Schedule A filings for 39 distinct plan sponsors in 7 states.
- Who are Lumity, Inc.'s largest employer clients?
- By plan participants, the largest include Gitlab, Inc. (1,085 participants), Netskope, Inc. (976 participants) and Blink Health Group, LLC (798 participants).
- How much does Lumity, Inc. earn in commissions?
- Insurers reported $3.7 million in broker commissions and $222,395 in fees paid to Lumity, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Lumity, Inc. located?
- Lumity, Inc. is based in San Francisco, CA and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lumity, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Gitlab, Inc. | CA | 1,085 | 2024-12-31 |
| Netskope, Inc. | CA | 976 | 2024-12-31 |
| Blink Health Group, LLC | NY | 798 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.