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  2. J. LEE MILLIGAN, INC.
Sponsor portfolio

J. LEE MILLIGAN, INC.

EIN 75-0971715-construction-Latest filing 2025
Plans
3
Retirement
2
$92.0M assets
Welfare
1
$934K premiums
Participants
1,166
9200 TRIANGLE DRIVE - AMARILLO, TX 79120806-373-4386jleemilligan.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$81.2M - 513 part#003401k-$10.8M - 378 part#501Mixed-$934K - 275 lives

Retirement portfolio analytics

2 plans aggregated / $92.0M assets / 891 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • EMPLOYEE STOCK OWNERSHIP (#002)88%
  • MILLIGAN, INC. 401(K) (#003)12%
Total $92.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)513
  • MILLIGAN, INC. 401(K) (#003)378
Total 891Click row to drill in

Benefits portfolio analytics

1 plan / $934K premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$877K
  • Prescription drug$877K
  • Other$57K
  • Life$31K
Total $934K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • RELIASTAR LIFE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
Total $934K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$81.2M
Participants513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

J. LEE MILLIGAN, INC. 401(K) PLAN

401k

Assets$10.8M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J LEE MILLIGAN HEALTH BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$934K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$81.2M5132025
003J. LEE MILLIGAN, INC. 401(K) PLAN401k$10.8M3782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J LEE MILLIGAN HEALTH BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$934K2752025
Retirement plans
Welfare plans
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