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  1. Companies/
  2. J. Lee Milligan, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

J. Lee Milligan, Inc.

EIN 75-0971715-construction-Latest filing 2025
Plans
3
Retirement
2
$93.6M assets
Health & Benefits
1
$934K premiums
Participants
1,193
9200 TRIANGLE DRIVE - AMARILLO, TX 79108806-373-4386jleemilligan.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$81.2M - 513 part#003401(k)-$12.5M - 405 part#501Mixed-$934K - 275 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $93.6M assets / 918 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$81.2M
  • MILLIGAN, INC. 401(K) (#003)$12.5M
Total $93.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)513
  • MILLIGAN, INC. 401(K) (#003)405
Total 918Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$81.2M
Participants513
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

401(k)

Assets$12.5M
Participants405
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

J LEE MILLIGAN HEALTH BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$934K
Covered lives275
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$81.2M5132025
#003J. LEE MILLIGAN, INC. 401(K) PLAN401(k)$12.5M4052025
  • J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN$81.2M
    #002 · ESOP · 2025513
  • J. LEE MILLIGAN, INC. 401(K) PLAN$12.5M
    #003 · 401(k) · 2025405

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501J LEE MILLIGAN HEALTH BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$934K2752025
  • J LEE MILLIGAN HEALTH BENEFIT PLAN$934K
    #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 2025275
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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