Plan Ledger DOL Form 5500 · updated monthly

Lewis Management Corp.benefits

Lewis Management Corp. Welfare Benefits Plan · UPLAND, CA · plan year 2025

Broker compensation reported · 2025
$504,109

Lewis Management Corp.'s benefits plans covered 745 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $504,109 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $677 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 5.5% from $477,980 in 2024.

Insurance contracts · 20259
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 899 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 736 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 229 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 332 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 205 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 257 covered
DELTA DENTAL OF CALIFORNIA · dental hmopremiums n/a · 385 covered
DELTA DENTAL OF CALIFORNIA · dental ppopremiums n/a · 512 covered
VISION SERVICE PLAN · visionpremiums n/a · 447 covered
Brokers & agents paid · 20251
IMA, INC.$504,109 · incl $415,789 fees
Also brokered by Ima5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 472958500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.