Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$111.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $195.5M assets / 949 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $620K premiums / 913 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - DELTA DENTAL OF WASHINGTON
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | W. LEASE LEWIS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $111.7M | 469 | 2025 |
| #001 | LEASE CRUTCHER LEWIS 401(K) SALARY DEFERRAL & RETIREMENT SAVINGS PLAN | 401(k) | $83.8M | 480 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | W. LEASE LEWIS COMPANY EMPLOYEE WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF WASHINGTON | $440K | 642 | 2025 |
| #502 | W. LEASE LEWIS COMPANY LIFE/AD&D AND LONG TERM DISABILITY PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $180K | 271 | 2025 |