Back to filter
Original filing (PDF)20251015160201NAL0002596675006
R. LACY SERVICES, LTD.
Form 5500
FILING_RECEIVED
R. LACY SERVICES, LTD. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
80
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. LACY SERVICES, LTD..
Plan sponsor
Name
R. LACY SERVICES, LTD.
EIN
20-2002323
Address
222 EAST TYLER ST · LONGVIEW, TX · 75601
Phone
(903) 758-8276
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL TEXAS, INC. | 75-3243028 | LONGVIEW, TX | PLAN ADMINISTRATOR | $15K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOON-CHAPMAN | 75-1501015 | AUSTIN, TX | MEDICAL ADMIN CHARGES | $101K | — |
| AETNA SIGNATURE | 06-6033492 | — | NETWORK ACCESS | $21K | — |
| TELADOC HEALTH MEDICAL GROUP PA | 20-1020949 | LEWISVILLE, TX | TELEHEALTH SERVICES | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.