Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$190K
- Long-term disability$190K
- Other$190K
- Dental$155K
- Vision$155K
Sponsor portfolio
JOHN LUCAS TREE EXPERT COMPANY, INC.
EIN 01-0110890Latest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$345K premiums
Participants
620
12 NORTHBROOK DRIVE - FALMOUTH, ME 04105207-797-7294
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $345K premiums / 567 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- SUN LIFE ASSURANCE COMPANY OF CANADA55%
- AMERITAS LIFE INSURANCE CORP.45%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUCAS TREE 401(K) PLAN
401k
Assets$16.6M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
LUCAS TREE EXPERTS WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$345K
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUCAS TREE 401(K) PLAN | 401k | $16.6M | 363 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | LUCAS TREE EXPERTS WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $345K | 567 | 2025 |
Retirement plans
Welfare plans