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Sponsor portfolio

THE LEWIS GROUP, LLC

EIN 81-4811950-environmental services-Latest filing 2024
Plans
3
Retirement
1
$5.9M assets
Welfare
2
$564K premiums
Participants
461
155 RAILROAD PLAZA - ROYERSFORD, PA 19468610-495-6695discoverlewis.comLinkedIn51-200 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$5.9M - 201 part#501Self Funded-$398K - 105 lives#502Fully Insured-$166K - 234 lives

Benefits portfolio analytics

2 plans / $564K premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$398K
  • Dental$69K
  • Vision$69K
  • Long-term disability$36K
  • Short-term disability$30K
  • Life$24K
  • +1 more
Total $564K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HM LIFE INSURANCE COMPANY71%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $564K4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • DIGITAL INSURANCE LLC50%
  • KISTLER TIFFANY BENEFITS32%
  • ENROLLEASE16%
  • CENTRO BENEFITS RESEARCH LLC1%
  • TERESA BURNS1%
  • +3 more
Total $23K8 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

THE LEWIS GROUP 401(K) SALARY REDUCTION PLAN & TRUST

401k

Assets$5.9M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$398K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE LEWIS GROUP, INC. GROUP INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$166K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEWIS GROUP 401(K) SALARY REDUCTION PLAN & TRUST401k$5.9M2012024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$398K1052024
502THE LEWIS GROUP, INC. GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$166K2342024
Retirement plans
Welfare plans
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