Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEWIS THOMASON, P.C.
EIN 62-1444488law practiceLatest filing 2025
Plans
4
Retirement
2
$71.1M assets
Welfare
2
$370K premiums
Participants
669
900 S. GAY STREET, SUITE 300 - KNOXVILLE, TN 37902865-546-4646lewisthomason.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $71.1M assets / 278 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- THE TRUST COMPANY OF TENNESSEE74%
- (Not disclosed)26%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $370K premiums / 198 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$209K
- Life$176K
- Short-term disability$105K
- Long-term disability$56K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
55%top
- RSC INSURANCE BROKERAGE INC55%
- SELMAN & COMPANY, LLC45%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$52.9M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEWIS THOMASON 401(K) PLAN
401k
Assets$18.2M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEWIS THOMASON, P.C. WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD
Premiums$370K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002
LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN
Fully Insured - MINNESOTA LIFE
Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | 401k | $52.9M | 194 | 2024 | |
| 003 | LEWIS THOMASON 401(K) PLAN | 401k | $18.2M | 84 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEWIS THOMASON, P.C. WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD | $370K | 197 | 2025 | |
| 002 | LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | Fully Insured | MINNESOTA LIFE | $0 | 1 | 2024 |
Retirement plans
Welfare plans