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Sponsor portfolio

LEWIS BROTHERS BAKERIES, INC.

EIN 37-0636783-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$99.0M assets
Welfare
1
$113K premiums
Participants
2,740
1220 WEST MICHIGAN STREET - EVANSVILLE, IN 47710812-425-4642LinkedIn1-10 employeesconsumer goods
Plans on this EIN
3 filings
#003TraditionalDB-$70.3M - 775 part#021401k-$28.7M - 1,273 part#502Mixed-$113K - 1,671 lives

Retirement portfolio analytics

2 plans aggregated / $99.0M assets / 2,048 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • BAKERIES, INC. PENSION (#003)71%
  • BAKERIES, INC. Savings (#021)29%
Total $99.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAKERIES, INC. Savings (#021)1,273
  • BAKERIES, INC. PENSION (#003)775
Total 2,048Click row to drill in

Benefits portfolio analytics

1 plan / $113K premiums / 1,671 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$113K
  • Life$82K
Total $113K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • SYMETRA LIFE INSURANCE COMPANY72%
  • UNITED HEALTHCARE INSURANCE COMPANY28%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $113K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • HOUCHENS INSURANCE51%
  • HOUCHENS INSURANCE GROUP INC49%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LEWIS BROTHERS BAKERIES, INC. PENSION PLAN

TraditionalDB

Assets$70.3M
Participants775
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

LEWIS BROTHERS BAKERIES, INC. SAVINGS PLAN

401k

Assets$28.7M
Participants1,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEWIS BROTHERS BAKERIES, INC. EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$113K
Covered lives1,671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEWIS BROTHERS BAKERIES, INC. PENSION PLANTraditionalDB$70.3M7752024
021LEWIS BROTHERS BAKERIES, INC. SAVINGS PLAN401k$28.7M1,2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEWIS BROTHERS BAKERIES, INC. EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$113K1,6712025
Retirement plans
Welfare plans
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