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Sponsor portfolioWelfare / HealthEIN 01-0110890

JOHN LUCAS TREE EXPERT COMPANY, INC.

12 NORTHBROOK DRIVE · FALMOUTH, ME 04105
2077977294
Plans filed
1
Years active
2016–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$345K
No prior year
Persons covered
567
No prior year
Total participants
257
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$345K
LUCAS TREE EXPERTS WELFARE BENEFIT PLAN
Mixed567 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$190K21.6%
Long-term disability$190K21.6%
Other$190K21.6%
Dental$155K17.6%
Vision$155K17.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$190K55.2%11440
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$155K44.8%11567

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDSOUTH PORTLAND, MEAMERITAS LIFE INSURANCE CORPORATION, SUN LIFE ASSURANCE COMPANY OF CANADA$26K$10K$37K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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