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Sponsor portfolio

LILLY ENTERPRISES, INC.

EIN 75-2700345-restaurants-Latest filing 2025
Plans
3
Retirement
1
$230K assets
Welfare
2
$108K premiums
Participants
2,035
1001 E TYLER ST - ATHENS, TX 75751903-677-4806LinkedIn501-1000 employeesrestaurants
Plans on this EIN
3 filings
#001401k-$230K - 181 part#502Mixed-$108K - 887 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $108K premiums / 887 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$75K
  • Vision$75K
  • Life$33K
  • Other$33K
Total $108K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $108K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • HOME OFFICE TPA PAYS COMMISSION57%
  • FOUNDATION BENEFITS LLC32%
  • GIS BENEFITS INC12%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LILLY ENTERPRISES, INC. 401(K) PLAN

401k

Assets$230K
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LILLY ENTERPRISES, INC. WRAP PLAN

Mixed - RELIANCE MATRIX

Premiums$108K
Covered lives887
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LILLY ENTERPRISES, INC. DBA MCDONALD'S ACCIDENT PROTECTION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LILLY ENTERPRISES, INC. 401(K) PLAN401k$230K1812025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LILLY ENTERPRISES, INC. WRAP PLANMixedRELIANCE MATRIX$108K8872025
501LILLY ENTERPRISES, INC. DBA MCDONALD'S ACCIDENT PROTECTION PLANSelf Funded-$002025
Retirement plans
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