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Sponsor portfolio

LEWIS, BRISBOIS, BISGAARD & SMITH, LLP

EIN 95-3720522-Latest filing 2025
Plans
4
Retirement
3
$553.4M assets
Welfare
1
$9.1M premiums
Participants
7,544
633 W. 5TH STREET, SUITE 4000 - LOS ANGELES, CA 90071213-250-1800
Plans on this EIN
4 filings
#004401k-$301.5M - 4,089 part#003401k-$197.1M - 485 part#007CashBalance-$54.8M - 166 part#505Mixed-$9.1M - 2,876 lives

Retirement portfolio analytics

3 plans aggregated / $553.4M assets / 4,740 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • LLP EMPLOYEES 401(K) (#004)54%
  • SMITH LLP 401(K) (#003)36%
  • PENSION PLAN III (#007)10%
Total $553.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
54%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY54%
  • MORGAN STANLEY SMITH BARNEY36%
  • (Not disclosed)10%
Total $553.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP EMPLOYEES 401(K) (#004)4,089
  • SMITH LLP 401(K) (#003)485
  • PENSION PLAN III (#007)166
Total 4,740Click row to drill in

Benefits portfolio analytics

1 plan / $9.1M premiums / 2,876 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$4.9M
  • Other$4.2M
  • Short-term disability$3.9M
  • Dental$3.4M
  • Vision$3.4M
  • Life$3.4M
  • +1 more
Total $9.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA54%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
  • AFLAC5%
  • FIRST STOP HEALTH3%
Total $9.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • CAPITAL PEAK LLC68%
  • ACRISURE LLC24%
  • BRIAN WHITE2%
  • JOSEPH W CALABRO SR2%
  • HEATHER M BARTLEY1%
  • +3 more
Total $361K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN

401k

Assets$301.5M
Participants4,089
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN

401k

Assets$197.1M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN III

CashBalance

Assets$54.8M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

LEWIS, BRISBOIS, BISGAARD & SMITH, LLP WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$9.1M
Covered lives2,876
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN401k$301.5M4,0892024
003LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN401k$197.1M4852024
007LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN IIICashBalance$54.8M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505LEWIS, BRISBOIS, BISGAARD & SMITH, LLP WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$9.1M2,8762025
Retirement plans
Welfare plans
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