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Sponsor portfolio

LYKES CARTAGE COMPANY

EIN 75-1797191-package/freight delivery-Latest filing 2025
Plans
3
Retirement
1
$1.5M assets
Welfare
2
$578K premiums
Participants
304
590 GREENHILL DR., P.O. BOX 310 - ROUND ROCK, TX 78665512-933-9060lykescartage.comLinkedIn51-200 employeespackage/freight delivery
Plans on this EIN
3 filings
#002401k-$1.5M - 97 part#501Self Funded-$511K - 75 lives#502Mixed-$67K - 132 lives

Benefits portfolio analytics

2 plans / $578K premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$511K
  • Other$67K
  • Life$7K
Total $578K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HM LIFE INSURANCE COMPANY88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • UCM DIGITAL HEALTH1%
Total $578K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $7K1 slice

Plan deep-dives

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

LYKES CARTAGE COMPANY RETIREMENT PLAN

401k

Assets$1.5M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LYKES CARTAGE COMPANY LLC EMPLOYEE BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$511K
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LYKES CARTAGE COMPANY LLC EMPLOYEE BENEFIT PLAN - ANCILLARY

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$67K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LYKES CARTAGE COMPANY RETIREMENT PLAN401k$1.5M972025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LYKES CARTAGE COMPANY LLC EMPLOYEE BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$511K752025
502LYKES CARTAGE COMPANY LLC EMPLOYEE BENEFIT PLAN - ANCILLARYMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$67K1322025
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