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Form 5500 · Employee benefit plan · EVANSVILLE, IN

LEWIS BROTHERS BAKERIES, INC.

The filing calls this plan LEWIS BROTHERS BAKERIES, INC. EMPLOYEE BENEFIT PLAN.

LEWIS BROTHERS BAKERIES, INC. of EVANSVILLE, IN is a 799-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HOUCHENS INSURANCE GROUP, INC.. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-0636783 · plan 502 · plan year 2025, filed Jan 16, 2026

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1,291 other employer plans in Indiana have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
799
Active at start of year
794
Active at end of year
689
Disclosed commissions
$50,672
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — ANTHEM INSURANCE COMPANIES, INC.686 of 799 participants (86%)
Dentaldeclared, no contract here says it covers this
Visiondeclared, no contract here says it covers this
Lifeinsured — SYMETRA LIFE INSURANCE COMPANY957 of 799 participants
Disabilitynot declared on this filing

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 3 insured contracts covering health and life; the largest, with SYMETRA LIFE INSURANCE COMPANY, covers 957 people.

The filing declares health, life, dental and vision. Dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

Reported premium across the insured contracts is $112,963, with $50,672 in disclosed broker commissions — about 45% of premium.

The health contract's policy period ended in December, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.

HOUCHENS INSURANCE GROUP, INC. is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
ANTHEM INSURANCE COMPANIES, INC.Health686Jan 1, 2025—$26,817
SYMETRA LIFE INSURANCE COMPANYLife957Mar 1, 2025$81,814$21,363
UNITEDHEALTHCARE INSURANCE COMPANY—1,671Jan 1, 2025$31,149$2,492

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

ANTHEM INSURANCE COMPANIES INC
Contract administrator · Recordkeeping and information management · EIN 35-0781558
$929,123
paid directly by the plan
TRUE RX MANAGEMENT SERVICES INC
Claims processing · EIN 26-0502364
$91,436
paid directly by the plan
DELTA DENTAL OF INDIANA
Claims processing · Contract administrator · EIN 35-1545647
$32,613
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$610,034
Paid out in benefits
$10,932,019
Paid to insurance carriersSchedule H, line 2e(2)
$147,999
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

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