Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Long-term disability$185K
- Dental$172K
- Other$81K
- Vision$76K
- Life$76K
Sponsor portfolio
LEWIS & ELLIS, LLC
EIN 75-1281520Latest filing 2025
Plans
2
Retirement
1
$73.6M assets
Welfare
1
$2.1M premiums
Participants
251
6600 CHASE OAKS BLVD., STE 150 - PLANO, TX 75023972-850-0850
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 220 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- BLUE CROSS OF CALIFORNIA79%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- AMERITAS LIFE INSURANCE CORP.7%
- DEARBORN LIFE INSURANCE COMPANY4%
- RELIANCE STANDARD LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
50%top
- ANCO INS. SVC. OF BRYAN COLLEGE STA50%
- HUB INTERNATIONAL MIDWEST LIMITED23%
- JAMES COYLE17%
- CENTRO BENEFITS RESEARCH LLC6%
- ARNOLDS ANDRA GRAVA4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEWIS & ELLIS, LLC PROFIT SHARING PLAN
401k
Assets$73.6M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEWIS & ELLIS, LLC WRAP PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.1M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEWIS & ELLIS, LLC PROFIT SHARING PLAN | 401k | $73.6M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEWIS & ELLIS, LLC WRAP PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $2.1M | 220 | 2025 |
Retirement plans
Welfare plans