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  2. LIPSEY'S, L.L.C.
Sponsor portfolio

LIPSEY'S, L.L.C.

EIN 72-0803154-Latest filing 2025
Plans
2
Retirement
1
$29.1M assets
Welfare
1
$2.1M premiums
Participants
303
7277 EXCHEQUER DRIVE - BATON ROUGE, LA 70809225-755-1333
Plans on this EIN
2 filings
#001401k-$29.1M - 170 part#501Fully Insured-$2.1M - 254 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$195K
  • Vision$195K
  • Life$195K
  • Short-term disability$195K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $128K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIPSEYS, L.L.C. 401K PLAN

401k

Assets$29.1M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIPSEY'S MEDICAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$2.1M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIPSEYS, L.L.C. 401K PLAN401k$29.1M1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIPSEY'S MEDICAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$2.1M2542025
Retirement plans
Welfare plans
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