Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEWIS TREE SERVICE, INC.
EIN 16-1004851constructionLatest filing 2024
Plans
3
Retirement
2
$520.7M assets
Welfare
1
$1.4M premiums
Participants
12,561
300 LUCIUS GORDON DRIVE - WEST HENRIETTA, NY 145869686585-436-3208LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $520.7M assets / 8,466 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 4,091 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$609K
- Other$604K
- Life$439K
- Short-term disability$439K
- Long-term disability$439K
- Vision$146K
Carrier market share
Premium dollars by Schedule A carrier
45%top
- DELTA DENTAL OF CALIFORNIA45%
- HARTFORD LIFE AND ACCIDENT32%
- VISION SERVICE PLAN11%
- AETNA LIFE INSURANCE COMPANY7%
- ESI EMPLOYEE ASSISTANCE GROUP5%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$450.8M
Participants4,826
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN
401k
Assets$69.9M
Participants3,640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC.
Mixed - DELTA DENTAL OF NEW YORK
Premiums$1.4M
Covered lives4,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | NORTH COAST HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $450.8M | 4,826 | 2024 | |
| 002 | NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN | 401k | $69.9M | 3,640 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. | Mixed | DELTA DENTAL OF NEW YORK | $1.4M | 4,091 | 2024 |
Retirement plans
Welfare plans