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  2. ANNE LEWIS STRATEGIES, LLC
Sponsor portfolio

ANNE LEWIS STRATEGIES, LLC

EIN 87-0784424-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$2.5M premiums
Participants
646
1146 19TH STREET NW, SUITE 600 - WASHINGTON, DC 20036202-525-7044
Plans on this EIN
2 filings
#001401k-$23.5M - 390 part#501Mixed-$2.5M - 336 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$300K
  • Vision$300K
  • Life$300K
  • Long-term disability$300K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • SEQUOIA BENEFITS & INS SVCS LLC78%
  • MATHER & STROHL ADMIN SVC INC22%
Total $134K2 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

MISSIONWIRED 401(K) PLAN

401k

Assets$23.5M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ANNE LEWIS STRATEGIES, LLC CAFETERIA AND ACCOUNT PLANS

Mixed - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$2.5M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MISSIONWIRED 401(K) PLAN401k$23.5M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ANNE LEWIS STRATEGIES, LLC CAFETERIA AND ACCOUNT PLANSMixedGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$2.5M3362025
Retirement plans
Welfare plans
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