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Sponsor portfolioWelfare / HealthEIN 36-2285171
LERCH BATES INC.
8744 KENDRICK CASTILLO WAY · HIGHLANDS RANCH, CO 80129
3037957956
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$312K
No prior year
Persons covered
356
No prior year
Total participants
356
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$312K
LERCH BATES INC. WELFARE BENEFIT PLAN
Mixed356 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$169K
LERCH BATES INC EMPLOYEE DENTAL PLAN
Fully insured132 covered·1 carrier
Primary: CIGNA
Plan #506$93K
LERCH BATES INC EMPLOYEE LIFE/AD&D PLAN
Fully insured153 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$60K
LERCH BATES INC LONG TERM DISABILITY PLAN
Fully insured153 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$33K
LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN
Fully insured153 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$16K
LERCH BATES INC EMPLOYEE VISION PLAN
Fully insured127 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $312K | 33.3% | |
| Long-term disability | $312K | 33.3% | |
| Other | $312K | 33.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $312K | 100.0% | 1 | 1 | 356 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $47K | $0 | $47K | 75.0% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $16K | $16K | 25.0% | 1 |
History & trajectory
11 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