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  2. G.W. Lisk Company, Inc.
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Filings through Oct 24, 2026.

G.W. Lisk Company, Inc.

EIN 16-0771409-consumer goods-Latest filing 2025
Plans
7
Retirement
2
$122.2M assets
Health & Benefits
5
$7.0M premiums
Participants
2,227
2 SOUTH STREET - CLIFTON SPRINGS, NY 14432315-462-9880gwlisk.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
7 filings
#002401(k)-$61.7M - 955 part#003ESOP-$60.5M - 636 part#501Mixed-$6.7M - 1,035 lives#505Fully insured-$178K - 1,063 lives#503Fully insured-$127K - 1,063 lives#504Fully insured-$2K - 723 lives#502Self-funded-0 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $122.2M assets / 1,591 participants

Assets by plan

Share of aggregate retirement assets

  • & INVESTMENT PLAN (#002)$61.7M
  • EMPLOYEE STOCK OWNERSHIP (#003)$60.5M
Total $122.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#002)955
  • EMPLOYEE STOCK OWNERSHIP (#003)636
Total 1,591Select a row to open it

Benefits portfolio analytics

5 plans / $7.0M premiums / 3,884 covered lives

Coverage 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
Total $6.7M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN

401(k)

Assets$61.7M
Participants955
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$60.5M
Participants636
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$6.7M
Covered lives1,035
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LIFE/ADD

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$178K
Covered lives1,063
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD AND VISION

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$127K
Covered lives1,063
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN - BTA

Fully insured - FEDERAL INSURANCE COMPANY

Premiums$2K
Covered lives723
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - DENTAL

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN401(k)$61.7M9552025
#003G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$60.5M6362025
  • G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN$61.7M
    #002 · 401(k) · 2025955
  • G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN$60.5M
    #003 · ESOP · 2025636

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501G.W. LISK COMPANY, INC. WELFARE BENEFITS PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$6.7M1,0352025
#505G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LIFE/ADDFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$178K1,0632024
#503G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD AND VISIONFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$127K1,0632024
#504G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN - BTAFully insuredFEDERAL INSURANCE COMPANY$2K7232024
#502G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - DENTALSelf-funded-$002024
  • G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN$6.7M
    #501 · Mixed · EXCELLUS BLUE CROSS BLUE SHIELD · 20251,035
  • G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LIFE/ADD$178K
    #505 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20241,063
  • G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD AND VISION$127K
    #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20241,063
  • G.W. LISK COMPANY, INC. WELFARE BENEFITS PLAN - BTA$2K
    #504 · Fully insured · FEDERAL INSURANCE COMPANY · 2024723
  • G.W. LISK COMPANY, INC WELFARE BENEFITS PLAN - DENTAL$0
    #502 · Self-funded · 20240
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
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  5. Health & Benefits plans
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