Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
G.W. LISK COMPANY, INC.
EIN 16-0771409consumer goodsLatest filing 2025
Plans
7
Retirement
2
$117.6M assets
Welfare
5
$7.0M premiums
Participants
2,161
TWO SOUTH STREET - CLIFTON SPRINGS, NY 14432315-462-2611gwlisk.comLinkedIn501-1000 employeesconsumer goods
Retirement portfolio analytics
2 plans aggregated / $117.6M assets / 1,525 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $7.0M premiums / 3,884 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.4M
- Prescription drug$6.4M
- Other$231K
- Vision$229K
- Life$229K
- Long-term disability$107K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
88%top
- GALLAGHER BENEFIT SERVICES, INC.88%
- JAMES R NELLIGAN & ASSOCIATES LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$62.7M
Participants657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN
401k
Assets$54.9M
Participants868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$6.7M
Covered lives1,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LIFE/ADD
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$178K
Covered lives1,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD AND VISION
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$127K
Covered lives1,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN - BTA
Fully Insured - FEDERAL INSURANCE COMPANY
Premiums$2K
Covered lives723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - DENTAL
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $62.7M | 657 | 2024 | |
| 002 | G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN | 401k | $54.9M | 868 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $6.7M | 1,035 | 2025 | |
| 505 | G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LIFE/ADD | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $178K | 1,063 | 2024 | |
| 503 | G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD AND VISION | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $127K | 1,063 | 2024 | |
| 504 | G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN - BTA | Fully Insured | FEDERAL INSURANCE COMPANY | $2K | 723 | 2024 | |
| 502 | G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - DENTAL | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans