Carrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Sponsor portfolio
LEHMAN-ROBERTS COMPANY
EIN 61-0322960Latest filing 2025
Plans
2
Retirement
1
$34.4M assets
Welfare
1
$27K premiums
Participants
592
670 S COOPER ST - MEMPHIS, TN 381045353901-774-4000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $27K premiums / 405 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- RICHARD M MCKINLEY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN
401k
Assets$34.4M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LEHMAN-ROBERTS COMPANY WELFARE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$27K
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN | 401k | $34.4M | 592 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LEHMAN-ROBERTS COMPANY WELFARE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $27K | 405 | 2025 |
Retirement plans
Welfare plans