Sponsor portfolio
STEWART PERRY INSURANCE
EIN 61-1116700Latest filing 2025
Plans
2
Retirement
1
$549K assets
Welfare
1
Participants
19
2128 NICHOLASVILLE RD - LEXINGTON, KY 40503859-277-7195
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RICHARD S. PERRY PROFIT SHARING PLAN
401k
Assets$549K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEWART PERRY INSURANCE CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RICHARD S. PERRY PROFIT SHARING PLAN | 401k | $549K | 13 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEWART PERRY INSURANCE CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans