Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEWIS TREE SERVICE, INC.
EIN 16-1004851constructionLatest filing 2025
Plans
3
Retirement
2
$521.9M assets
Welfare
1
$1.5M premiums
Participants
12,600
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $521.9M assets / 8,749 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 3,851 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$655K
- Other$645K
- Life$579K
- Short-term disability$579K
- Long-term disability$579K
- Vision$165K
Carrier market share
Premium dollars by Schedule A carrier
45%top
- DELTA DENTAL OF CALIFORNIA45%
- HARTFORD LIFE AND ACCIDENT40%
- VISION SERVICE PLAN11%
- ESI EMPLOYEE ASSISTANCE GROUP4%
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$445.8M
Participants4,975
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$76.1M
Participants3,774
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$1.5M
Covered lives3,851
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 | $445.8M | 4,975 | 2025 | |
| 002 | NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN | 401k | $76.1M | 3,774 | 2025 |
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 | $1.5M | 3,851 | 2025 |
Retirement plans
Welfare plans