PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LEWIS, BRISBOIS, BISGAARD & SMITH, LLP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 95-3720522

LEWIS, BRISBOIS, BISGAARD & SMITH, LLP

633 W. 5TH STREET · LOS ANGELES, CA 90071
2132501800
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$9.1M
No prior year
Persons covered
2,876
No prior year
Total participants
2,804
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$9.1M
LEWIS, BRISBOIS, BISGAARD & SMITH, LLP WELFARE BENEFITS PLAN
Mixed2,876 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$4.9M18.5%
Other$4.2M15.7%
Short-term disability$3.9M14.6%
Dental$3.4M12.8%
Vision$3.4M12.8%
Life$3.4M12.8%
Long-term disability$3.4M12.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DSL
$4.9M54.0%122,311
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$3.4M37.3%112,876
AFLAC
EIN 570514130
STDOth
$497K5.5%11373
FIRST STOP HEALTH
EIN 931693126
Oth
$291K3.2%112,232

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CAPITAL PEAK LLCPETALUMA, CASUN LIFE ASSURANCE COMPANY OF CANADA$245K$0$245K67.8%1
ACRISURE LLC—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, CONTINENTAL AMERICAN INSURANCE COMPANY$18K$70K$88K24.4%1
BRIAN W PATTENBADEN, PACONTINENTAL AMERICAN INSURANCE COMPANY$8K$0$8K2.1%1
JOSEPH W CALABRO SRCRANBERRY TOWNSHIP, PACONTINENTAL AMERICAN INSURANCE COMPANY$7K$0$7K2.0%1
HEATHER M BARTLEYWEXFORD, PACONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K0.8%1
BRANDI L DONLINCAMEGIE, PACONTINENTAL AMERICAN INSURANCE COMPANY$2K$0$2K0.4%1
MITCHELL D ELLIOTTCINCINNATI, OHCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K0.4%1
DANIEL C HARRISMARS, PACONTINENTAL AMERICAN INSURANCE COMPANY$980$0$9800.3%1
VICTOR NORDENFLYCHT-DARBYBURBANK, CACONTINENTAL AMERICAN INSURANCE COMPANY$960$0$9600.3%1
MATTHEW RYAN KIRKWOODNEW CASTLE, PACONTINENTAL AMERICAN INSURANCE COMPANY$864$0$8640.2%1
JAMES A SCOTT & SON INCLYNCHBURG, VACONTINENTAL AMERICAN INSURANCE COMPANY$853$0$8530.2%1
JONATHAN DAVID BESWARICKGIBSONIA, PACONTINENTAL AMERICAN INSURANCE COMPANY$331$0$3310.1%1
PATRICK J SULLIVANHENDERSON, NVCONTINENTAL AMERICAN INSURANCE COMPANY$315$0$3150.1%1
NICOLE MAYWEST BLOOMFIELD, MICONTINENTAL AMERICAN INSURANCE COMPANY$281$0$2810.1%1
PATRICK JOHN CALABROPITTSBURGH, PACONTINENTAL AMERICAN INSURANCE COMPANY$225$0$2250.1%1
KEVIN J DICKHERBERCOLUMBIA, MOCONTINENTAL AMERICAN INSURANCE COMPANY$200$0$2000.1%1
MICHAEL S CLISEHARMONY, PACONTINENTAL AMERICAN INSURANCE COMPANY$188$0$1880.1%1
LUCAS S PATTENMARS, PACONTINENTAL AMERICAN INSURANCE COMPANY$162$0$1620.0%1
MICHELLE ANN DERASWEST COVINA, CACONTINENTAL AMERICAN INSURANCE COMPANY$151$0$1510.0%1
HENSLEY A AKIBOHCRANBERRY TOWNSHIP, PACONTINENTAL AMERICAN INSURANCE COMPANY$142$0$1420.0%1
DUSTIN T HARRISGLENWOOD SPRINGS, COCONTINENTAL AMERICAN INSURANCE COMPANY$133$0$1330.0%1
CATHERINE KIES GOHLSAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$116$0$1160.0%1
MARK LEWIS BIALOCKSAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$113$0$1130.0%1
AARON C EVERLYCOLUMBIA, MOCONTINENTAL AMERICAN INSURANCE COMPANY$103$0$1030.0%1
ELISSAR AKARESCONDIDO, CACONTINENTAL AMERICAN INSURANCE COMPANY$96$0$960.0%1
MELISSA ARMATISMONTGOMERY, TXCONTINENTAL AMERICAN INSURANCE COMPANY$94$0$940.0%1
GROUP BENEFITS LTDURBANDALE, IASUN LIFE ASSURANCE COMPANY OF CANADA$88$0$880.0%1
BARTON W IRBYGRAYSON, GACONTINENTAL AMERICAN INSURANCE COMPANY$88$0$880.0%1
GARY CIELASZYKATLANTA, GACONTINENTAL AMERICAN INSURANCE COMPANY$73$0$730.0%1
MATTHEW S MCCLAYINDIANA, PACONTINENTAL AMERICAN INSURANCE COMPANY$67$0$670.0%1
ALICIA CLIFTONHOSCHTON, GACONTINENTAL AMERICAN INSURANCE COMPANY$66$0$660.0%1
NICOLE LYNN RIHANEKBRADENTON, FLCONTINENTAL AMERICAN INSURANCE COMPANY$63$0$630.0%1
RUBEN ROSAORLANDO, FLCONTINENTAL AMERICAN INSURANCE COMPANY$61$0$610.0%1
KAYLA A SADLEROAKDALE, PACONTINENTAL AMERICAN INSURANCE COMPANY$53$0$530.0%1
WHITNEY L MILLWOODFLEMING ISLAND, FLCONTINENTAL AMERICAN INSURANCE COMPANY$52$0$520.0%1
WILLIAM M WARDLAW JRSANTA ROSA BEACH, FLCONTINENTAL AMERICAN INSURANCE COMPANY$48$0$480.0%1
RENEE SUZANNE CORSOBURBANK, CACONTINENTAL AMERICAN INSURANCE COMPANY$44$0$440.0%1
LANCE J MILLERCONROE, TXCONTINENTAL AMERICAN INSURANCE COMPANY$42$0$420.0%1
STEPHANIE A REYNOSONEWPORT BEACH, CACONTINENTAL AMERICAN INSURANCE COMPANY$39$0$390.0%1
NICHOLAS BRICE MARCUMCARDIFF, CACONTINENTAL AMERICAN INSURANCE COMPANY$38$0$380.0%1
PAULA C. FRIZZELLLEXINGTON, KYCONTINENTAL AMERICAN INSURANCE COMPANY$32$0$320.0%1
ADAM LECHTENBERGCOLUMBIA, MOCONTINENTAL AMERICAN INSURANCE COMPANY$29$0$290.0%1
KHS BENEFITS LLCIMPERIAL, PACONTINENTAL AMERICAN INSURANCE COMPANY$22$0$220.0%1
TIFFANY A TREVINOSAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$21$0$210.0%1
JENNIFER L. WYLIEHERMISTON, ORCONTINENTAL AMERICAN INSURANCE COMPANY$18$0$180.0%1
RONALD W ANDERSONIRWIN, PACONTINENTAL AMERICAN INSURANCE COMPANY$17$0$170.0%1
SUSAN C. HAMACARLSBAD, CACONTINENTAL AMERICAN INSURANCE COMPANY$16$0$160.0%1
CHRISTOPHER L KENNEDYCARLSBAD, CACONTINENTAL AMERICAN INSURANCE COMPANY$16$0$160.0%1
SMITH BENEFITS CONSULTING GROUPMARS, PACONTINENTAL AMERICAN INSURANCE COMPANY$16$0$160.0%1
MARIANNE E SULLIVANCRANBERRY TOWNSHIP, PACONTINENTAL AMERICAN INSURANCE COMPANY$14$0$140.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica