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Sponsor portfolio

LILLEY INTERNATIONAL

EIN 56-0587623-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$1.0M premiums
Participants
276
1526 BLOUNT STREET - RALEIGH, NC 27603919-832-5871lilleyinternational.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$4.9M - 141 part#520Fully Insured-$1.0M - 159 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$954K
  • Dental$954K
  • Prescription drug$954K
  • Vision$53K
  • Short-term disability$53K
  • Long-term disability$53K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • USABLE LIFE2%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JAMES ALEXANDER63%
  • FIRST NATIONAL INSURANCE AGENCY20%
  • WENDY PACE10%
  • MOSAIC GROUP SERVICES5%
  • HUB INTERNATIONAL MIDWEST LIMITED2%
Total $35K5 slices

Plan deep-dives

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

LILLEY INTERNATIONAL INC 401(K) PLAN

401k

Assets$4.9M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

LILLEY INTERNATIONAL CAFETERIA PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$1.0M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LILLEY INTERNATIONAL INC 401(K) PLAN401k$4.9M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520LILLEY INTERNATIONAL CAFETERIA PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$1.0M1592025
Retirement plans
Welfare plans
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