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Sponsor portfolioWelfare / HealthEIN 48-1072151

LEWIS RICE LLC

600 WASHINGTON AVE STE 2500 · SAINT LOUIS, MO 631011311
3144447600
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
289
No prior year
Total participants
211
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.4M
LEWIS RICE WELFARE BENEFIT PLAN FOR EMPLOYEES
Mixed289 covered·4 carriers
Primary: HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M40.0%
Vision$2.3M40.0%
Other$1.0M18.1%
Dental$103K1.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTH NET
EIN 860257201
HV
$2.3M66.8%11259
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$1.0M30.2%16285
DELTA DENTAL OF CALIFORNIA
EIN 430908349
D
$103K3.1%11289

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCHESTERFIELD, MOUNUM INSURANCE COMPANY, DELTA DENTAL OF MISSOURI, UNUM LIFE INSURANCE COMPANY OF AMERICA, HEALTHY ALLIANCE LIFE INSURANCE COMPANY$186K$19K$205K100.0%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
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