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Sponsor portfolio

LEE MICHAELS JEWELERS, L.L.C.

EIN 72-0838942-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$1.4M premiums
Participants
314
5630 BANKERS AVE - BATON ROUGE, LA 70808225-291-9094
Plans on this EIN
2 filings
#001401k-$11.8M - 188 part#501Fully Insured-$1.4M - 329 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$174K
  • Vision$174K
  • Life$174K
  • Other$174K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • DONALD R MASSAD, APC94%
  • SOUTHERN NATL MARKETING CO4%
  • ENROLLEASE3%
Total $111K3 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

LEE MICHAELS JEWELERS 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$11.8M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEE MICHAEL'S JEWELERS, L.L.C. WELFARE BENEFITS WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$1.4M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEE MICHAELS JEWELERS 401K PROFIT SHARING PLAN AND TRUST401k$11.8M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEE MICHAEL'S JEWELERS, L.L.C. WELFARE BENEFITS WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$1.4M3292025
Retirement plans
Welfare plans
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