Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
LISKOW & LEWIS, APLC
EIN 72-1134245Latest filing 2025
Plans
3
Retirement
2
$171.5M assets
Welfare
1
$2.5M premiums
Participants
564
HANCOCK WHITNEY CENTER, 701 POYDRAS ST., SUITE 5000 - NEW ORLEANS, LA 701395099504-581-7979
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $171.5M assets / 327 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- CHARLES SCHWAB & CO., INC.93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 466 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Long-term disability$333K
- Life$40K
- Other$40K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- UNITED HEALTHCARE INSURANCE COMPANY85%
- NORTHWESTERN MUTUAL14%
- STANDARD INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
83%top
- TAYLOR DAVIS83%
- AVRIL HABETZ ENT LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
LISKOW AND LEWIS RETIREMENT PLAN AND TRUST
401k
Assets$159.7M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
LISKOW & LEWIS SAVINGS PLAN AND TRUST
401k
Assets$11.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
LISKOW & LEWIS WELFARE BENEFITS PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | LISKOW AND LEWIS RETIREMENT PLAN AND TRUST | 401k | $159.7M | 248 | 2024 | |
| 006 | LISKOW & LEWIS SAVINGS PLAN AND TRUST | 401k | $11.8M | 79 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | LISKOW & LEWIS WELFARE BENEFITS PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.5M | 466 | 2025 |
Retirement plans
Welfare plans