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  2. NEW LEXINGTON CLINIC, P.S.C.
Sponsor portfolioTH

NEW LEXINGTON CLINIC, P.S.C.

EIN 61-1262927-Latest filing 2025
Plans
2
Retirement
1
$295.5M assets
Welfare
1
$3.3M premiums
Participants
3,298
1221 SOUTH BROADWAY - LEXINGTON, KY 40504859-258-4000
Plans on this EIN
2 filings
#001401k-$295.5M - 2,000 part#515Mixed-$3.3M - 2,240 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 2,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Life$2.6M
  • Short-term disability$2.6M
  • Long-term disability$2.6M
  • Dental$503K
  • Vision$141K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HARTFORD LIFE AND ACCIDENT78%
  • DELTA DENTAL OF CALIFORNIA15%
  • EYEMED VISION CARE4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BENEFIT INSURANCE MARKETING, INC.68%
  • JAMES R NELLIGAN & ASSOCIATES LLC32%
Total $329K2 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

NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN

401k

Assets$295.5M
Participants2,000
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

LEXINGTON CLINIC GROUP EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.3M
Covered lives2,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN401k$295.5M2,0002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515LEXINGTON CLINIC GROUP EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$3.3M2,2402025
Retirement plans
Welfare plans
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