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
Filings through .
Lewis & Ellis, LLC
EIN 75-1281520Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$86.7M assets
Health & Benefits
1
$2.1M premiums
Participants
253
6600 CHASE OAKS BLVD STE 150 - PLANO, TX 750232383214-850-0850
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 220 covered lives
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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#001
LEWIS & ELLIS, LLC PROFIT SHARING PLAN
401(k)
Assets$86.7M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LEWIS & ELLIS, LLC WRAP PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.1M
Covered lives220
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEWIS & ELLIS, LLC PROFIT SHARING PLAN | 401(k) | $86.7M | 148 | 2025 |
- #001 · 401(k) · 2025148
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025220
Retirement plans
Health & Benefits plans