PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. R. LACY SERVICES, LTD.
Sponsor portfolioTH

R. LACY SERVICES, LTD.

EIN 20-2002323-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$76.1M assets
Welfare
1
$1.2M premiums
Participants
304
222 EAST TYLER STREET - LONGVIEW, TX 75601903-236-2750rlacy.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#002401k-$42.2M - 107 part#001CashBalance-$33.9M - 112 part#501Mixed-$1.2M - 112 lives

Retirement portfolio analytics

2 plans aggregated / $76.1M assets / 219 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • SERVICES, LTD. 401(K) (#002)55%
  • LTD. RETIREMENT PLAN (#001)45%
Total $76.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LTD. RETIREMENT PLAN (#001)112
  • SERVICES, LTD. 401(K) (#002)107
Total 219Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$857K
  • Life$302K
  • Short-term disability$145K
  • Long-term disability$145K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HCC LIFE INSURANCE COMPANY74%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

R. LACY SERVICES, LTD. 401(K) PLAN

401k

Assets$42.2M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

R. LACY SERVICES, LTD. RETIREMENT PLAN

CashBalance

Assets$33.9M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R. LACY SERVICES, LTD. EMPLOYEE BENEFIT PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002R. LACY SERVICES, LTD. 401(K) PLAN401k$42.2M1072025
001R. LACY SERVICES, LTD. RETIREMENT PLANCashBalance$33.9M1122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R. LACY SERVICES, LTD. EMPLOYEE BENEFIT PLANMixedHCC LIFE INSURANCE COMPANY$1.2M1122024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica