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Sponsor portfolio

CLAY LACY AVIATION

EIN 95-2653612-airlines/aviation-Latest filing 2025
Plans
2
Retirement
1
$76.7M assets
Welfare
1
$10.8M premiums
Participants
1,509
7435 VALJEAN AVENUE - VAN NUYS, CA 91406818-989-2900claylacy.comLinkedIn501-1000 employeesairlines/aviation
Plans on this EIN
2 filings
#006401k-$76.7M - 864 part#510Fully Insured-$10.8M - 849 lives

Benefits portfolio analytics

1 plan / $10.8M premiums / 849 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.6M
  • Prescription drug$9.6M
  • Other$1.1M
  • Life$835K
  • Short-term disability$835K
  • Long-term disability$835K
  • +2 more
Total $10.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • +2 more
Total $10.8M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $312K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

CLAY LACY AVIATION MATCHING 401(K) PLAN

401k

Assets$76.7M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CLAY LACY AVIATION HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$10.8M
Covered lives849
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006CLAY LACY AVIATION MATCHING 401(K) PLAN401k$76.7M8642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CLAY LACY AVIATION HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$10.8M8492025
Retirement plans
Welfare plans
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