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Sponsor portfolioTH

THE LEWIS BEAR COMPANY

EIN 59-0331980-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$151K premiums
Participants
620
6120 ENTERPRISE DRIVE - PENSACOLA, FL 32505850-472-1121lewisbearcompany.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filings
#003401k-$21.6M - 352 part#510Mixed-$151K - 268 lives

Benefits portfolio analytics

1 plan / $151K premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$151K
  • Vision$151K
  • Life$151K
  • Long-term disability$151K
  • Other$151K
Total $151K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $151K1 slice

Broker market share

Schedule A broker compensation

Split broker
89%top
  • AGENT ALLIANCE CORPORATION89%
  • WATCHTOWER BENEFITS, LLC11%
Total $20K2 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

THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN

401k

Assets$21.6M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE LEWIS BEAR COMPANY WELFARE BENEFITS PLAN

Mixed - GUARDIAN

Premiums$151K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN401k$21.6M3522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE LEWIS BEAR COMPANY WELFARE BENEFITS PLANMixedGUARDIAN$151K2682025
Retirement plans
Welfare plans
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