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Sponsor portfolioTH

W. LEASE LEWIS COMPANY

EIN 91-1322480-Latest filing 2025
Plans
4
Retirement
2
$167.0M assets
Welfare
2
$620K premiums
Participants
1,483
2200 WESTERN AVENUE, SUITE 500 - SEATTLE, WA 98121206-689-0449
Plans on this EIN
4 filings
#002ESOP-$94.5M - 458 part#001401k-$72.5M - 450 part#501Mixed-$440K - 642 lives#502Fully Insured-$180K - 271 lives

Retirement portfolio analytics

2 plans aggregated / $167.0M assets / 908 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#002)57%
  • & RETIREMENT Savings (#001)43%
Total $167.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)458
  • & RETIREMENT Savings (#001)450
Total 908Click row to drill in

Benefits portfolio analytics

2 plans / $620K premiums / 913 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$413K
  • Life$180K
  • Short-term disability$180K
  • Long-term disability$180K
  • Other$180K
  • Vision$27K
Total $620K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • DELTA DENTAL OF CALIFORNIA67%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA29%
  • VISION SERVICE PLAN4%
Total $620K3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • ALLIANT INSURANCE SERVICES, INC.62%
  • AMERICAN BENEFITS CONSULTING LLC38%
Total $8K2 slices

Plan deep-dives

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

W. LEASE LEWIS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$94.5M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEASE CRUTCHER LEWIS 401(K) SALARY DEFERRAL & RETIREMENT SAVINGS PLAN

401k

Assets$72.5M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W. LEASE LEWIS COMPANY EMPLOYEE WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$440K
Covered lives642
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

W. LEASE LEWIS COMPANY LIFE/AD&D AND LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$180K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002W. LEASE LEWIS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$94.5M4582024
001LEASE CRUTCHER LEWIS 401(K) SALARY DEFERRAL & RETIREMENT SAVINGS PLAN401k$72.5M4502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W. LEASE LEWIS COMPANY EMPLOYEE WELFARE BENEFIT PLANMixedDELTA DENTAL OF WASHINGTON$440K6422025
502W. LEASE LEWIS COMPANY LIFE/AD&D AND LONG TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$180K2712025
Retirement plans
Welfare plans
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