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Sponsor portfolio

LEWIS PR. INC.

EIN 33-0745097-medical practice-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$222K premiums
Participants
463
600 W BROADWAY, SUITE 1080 - SAN DIEGO, CA 92101619-308-5200LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$10.7M - 394 part#501Fully Insured-$222K - 67 lives

Benefits portfolio analytics

1 plan / $222K premiums / 67 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$122K
  • Prescription drug$122K
  • Dental$100K
  • Vision$100K
  • Life$100K
  • Short-term disability$100K
  • +2 more
Total $222K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
Total $222K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEWIS PR INC 401(K) PROFIT SHARING PLAN

401k

Assets$10.7M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEWIS HEALTH AND BENEFITS WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$222K
Covered lives67
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEWIS PR INC 401(K) PROFIT SHARING PLAN401k$10.7M3942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEWIS HEALTH AND BENEFITS WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$222K672025
Retirement plans
Welfare plans
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