Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$124K
- Vision$124K
- Life$124K
- Other$124K
Sponsor portfolio
LEE & CATES GLASS, INC.
EIN 59-0713691glass, ceramics & concreteLatest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$124K premiums
Participants
321
5355 SHAWLAND RD., P.O. BOX 41146 - JACKSONVILLE, FL 32254904-354-4643leeandcatesglass.comLinkedIn51-200 employeesglass, ceramics & concrete
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $124K premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HUMANA INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
65%top
- THE BALDWIN GROUP WEST LLC65%
- BALDWIN KRYSTYN SHERMAN PARTNERS35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEE & CATES GLASS, INC. 401(K) PLAN
401k
Assets$7.0M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEE & CATES GLASS, INC. WELFARE BENEFITS PLAN
Mixed - HUMANA INSURANCE COMPANY
Premiums$124K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE & CATES GLASS, INC. 401(K) PLAN | 401k | $7.0M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE & CATES GLASS, INC. WELFARE BENEFITS PLAN | Mixed | HUMANA INSURANCE COMPANY | $124K | 150 | 2025 |
Retirement plans
Welfare plans