# Lewis Brothers Bakeries, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/lewis-brothers-bakeries-inc-370636783-502

> Lewis Brothers Bakeries, INC.'s Health & Welfare plan: 689 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis Brothers Bakeries, INC.

- **Sponsor EIN:** 370636783

- **Sponsor Address:** 1220 WEST MICHIGAN STREET, EVANSVILLE, IN, 47710

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 689

- **Total Assets:** $610,034

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|689|$610,034|$10.9M|$1.1M|

| 2023|794|$204,211|$10.3M|$1.0M|

| 2022|668|$283,834|$8.8M|$969,387|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANTHEM INSURANCE COMPANIES INC|Other Service Provider|$929,123|—|$929,123|

| TRUE RX MANAGEMENT SERVICES INC|Recordkeeper|$91,436|—|$91,436|

| DELTA DENTAL OF INDIANA|Recordkeeper|$32,613|—|$32,613|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,053,172

- **Estimated Expense Ratio:** 172.642% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$656,186|—|—|—|—|

| 2023|$655,608|—|—|—|—|

| 2022|$551,960|—|—|—|—|

## Similar Plans

- [Fgf LLC](https://planprovider.pro/companies/wb-frozen-us-llc-401k-plan) — 1,356 participants

- [Lewis Brothers Bakeries, INC.](https://planprovider.pro/companies/lewis-brothers-bakeries-inc-401k-plan) — 1,214 participants

- [Perfection Bakeries, INC. D/B/A Aunt Millie'S Bakeries](https://planprovider.pro/companies/perfection-bakeries-inc-401k-plan-007) — 1,113 participants

- [Harlan Foods, INC.](https://planprovider.pro/companies/harlan-foods-inc-401k-plan) — 984 participants

- [Perfection Bakeries, INC.](https://planprovider.pro/companies/perfection-bakeries-inc-401k-plan-002) — 628 participants

- [Lewis Brothers Bakeries, INC.](https://planprovider.pro/companies/lewis-brothers-bakeries-inc-plan-003) — 526 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lewis-brothers-bakeries-inc-370636783-502)

© 2026 PlanProvider.Pro