Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LERCH BATES INC.
EIN 36-2285171architecture & planningLatest filing 2025
Plans
3
Retirement
2
$122.2M assets
Welfare
1
$312K premiums
Participants
1,197
8744 KENDRICK CASTILLO WAY, SUITE 300 - HIGHLANDS RANCH, CO 80129303-795-7956lerchbates.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $122.2M assets / 841 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $312K premiums / 356 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$312K
- Long-term disability$312K
- Other$312K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
75%top
- USI INSURANCE SERVICES LLC75%
- JAMES R NELLIGAN & ASSOCIATES LLC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LERCH BATES INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$61.3M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LERCH BATES 401(K) RETIREMENT PLAN
401k
Assets$61.0M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LERCH BATES INC. WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$312K
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LERCH BATES INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $61.3M | 383 | 2024 | |
| 001 | LERCH BATES 401(K) RETIREMENT PLAN | 401k | $61.0M | 458 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LERCH BATES INC. WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $312K | 356 | 2025 |
Retirement plans
Welfare plans