PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LEWIS MANAGEMENT, INC.
Sponsor portfolioTH

LEWIS MANAGEMENT, INC.

EIN 71-0571715-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$10.4M assets
Welfare
1
$1.0M premiums
Participants
363
2491 N SHILOH DR. - FAYETTEVILLE, AR 72704479-442-5301
Plans on this EIN
3 filings
#003401k-$5.9M - 187 part#002401k-$4.5M - 41 part#502Fully Insured-$1.0M - 256 lives

Retirement portfolio analytics

2 plans aggregated / $10.4M assets / 228 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#003)57%
  • MANAGEMENT, INC. 401(K) (#002)43%
Total $10.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)187
  • MANAGEMENT, INC. 401(K) (#002)41
Total 228Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$874K
  • Dental$85K
  • Life$53K
  • Short-term disability$53K
  • Other$53K
  • Vision$18K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • DELTA DENTAL OF CALIFORNIA8%
  • AMERICAN UNITED LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • STEPHENS INSURANCE LLC93%
  • GIS BENEFITS INC7%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LEWIS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.9M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEWIS MANAGEMENT, INC. 401(K) PLAN

401k

Assets$4.5M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEWIS MANAGEMENT, INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.0M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEWIS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN401k$5.9M1872025
002LEWIS MANAGEMENT, INC. 401(K) PLAN401k$4.5M412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEWIS MANAGEMENT, INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.0M2562025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica