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Form 5500 · Employee benefit plan · SAINT LOUIS, MO

LEWIS RICE LLC

LEWIS RICE LLC of SAINT LOUIS, MO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HEALTHY ALLIANCE LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 48-1072151 · plan 501 · as of Jul 2026

Participants
200
Carriers on file
7
Disclosed commissions
$178,271
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTHY ALLIANCE LIFE INSURANCE COMPANYHealth, Vision244December$64,918
UNUM LIFE INSURANCE COMPANY OF AMERICA277November$46,274
UNUM LIFE INSURANCE COMPANY OF AMERICA278January$43,831
UNUM LIFE INSURANCE COMPANY OF AMERICA70January$10,752
DELTA DENTAL OF MISSOURIDental280December$10,520
UNUM INSURANCE COMPANY25January$1,181
UNUM INSURANCE COMPANY22January$795

Questions

Who is LEWIS RICE LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LEWIS RICE LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does LEWIS RICE LLC use?

LEWIS RICE LLC's benefit plan is written through HEALTHY ALLIANCE LIFE INSURANCE COMPANY, among 7 disclosed carriers.

When does LEWIS RICE LLC's group plan renew?

The most recent Schedule A policy period for LEWIS RICE LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEWIS RICE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.