PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NEW LEXINGTON CLINIC, P.S.C.
Sponsor portfolioTH

NEW LEXINGTON CLINIC, P.S.C.

EIN 61-1262927-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$295.5M assets
Welfare
1
$3.0M premiums
Participants
3,260
1221 S BROADWAY - LEXINGTON, KY 40504859-258-4000
Plans on this EIN
2 filings
#001401k-$295.5M - 2,000 part#515Mixed-$3.0M - 2,150 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 2,150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.4M
  • Short-term disability$2.4M
  • Long-term disability$2.4M
  • Dental$484K
  • Vision$131K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HARTFORD LIFE AND ACCIDENT78%
  • DELTA DENTAL OF CALIFORNIA16%
  • EYEMED VISION CARE4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • BENEFIT INSURANCE MARKETING, INC.65%
  • JAMES R NELLIGAN & ASSOCIATES LLC35%
  • ADMINWON LLC0%
Total $297K3 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$3.0M
Covered lives2,150
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$3.0M2,1502024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica