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  2. LACKS VALLEY STORES, LTD.
Sponsor portfolio

LACKS VALLEY STORES, LTD.

EIN 74-2730084-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$914K premiums
Participants
586
1300 SAN PATRICIA STREET - PHARR, TX 78577956-702-3361
Plans on this EIN
2 filings
#001401k-$5.4M - 364 part#501Fully Insured-$914K - 222 lives

Benefits portfolio analytics

1 plan / $914K premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$660K
  • Prescription drug$660K
  • Other$254K
  • Life$149K
  • Short-term disability$149K
  • Long-term disability$149K
  • +2 more
Total $914K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY16%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $914K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • GALLAGHER BENEFIT SERVICES, INC.86%
  • GIS BENEFITS INC7%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS5%
  • SECURE BENEFITS, LLC2%
  • LARRY GLENN JONES JR0%
  • +3 more
Total $104K8 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

LACK'S VALLEY STORES, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$5.4M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LACKS VALLEY STORES, LTD. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$914K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LACK'S VALLEY STORES, LTD. 401(K) PROFIT SHARING PLAN401k$5.4M3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LACKS VALLEY STORES, LTD. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$914K2222025
Retirement plans
Welfare plans
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