Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Life$41K
- Long-term disability$41K
- Other$41K
- Vision$17K
Sponsor portfolio
GLASS LEWIS & CO. LLC
EIN 04-3737021information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$1.8M premiums
Participants
287
2323 GRAND BOULEVARD, STE 1125 - KANSAS CITY, MO 64108417-425-5127LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CALIFORNIA PHYSICIANS SERVICE97%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
73%top
- ALLIANT INSURANCE SERVICES, INC.73%
- AMWINS27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GLASS LEWIS 401(K) PLAN
401k
Assets$20.6M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GLASS LEWIS AND CO. LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.8M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GLASS LEWIS 401(K) PLAN | 401k | $20.6M | 177 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GLASS LEWIS AND CO. LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | CALIFORNIA PHYSICIANS SERVICE | $1.8M | 161 | 2025 |
Retirement plans
Welfare plans