Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.4M
- Prescription drug$7.4M
- Dental$358K
- Other$279K
- Life$172K
- Long-term disability$148K
- +1 more
Sponsor portfolio
LEWIS MANAGEMENT CORP.
EIN 47-2958500Latest filing 2025
Plans
2
Retirement
1
$72.0M assets
Welfare
1
$8.2M premiums
Participants
1,541
1156 N. MOUNTAIN AVENUE - UPLAND, CA 91785909-579-1203
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 899 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CALIFORNIA PHYSICIANS SERVICE90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- IMA, 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#001
LEWIS MANAGEMENT CORP. 401(K) PLAN
401k
Assets$72.0M
Participants796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEWIS MANAGEMENT CORP. WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$8.2M
Covered lives899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEWIS MANAGEMENT CORP. 401(K) PLAN | 401k | $72.0M | 796 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEWIS MANAGEMENT CORP. WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $8.2M | 899 | 2025 |
Retirement plans
Welfare plans