Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L + M DEVELOPMENT PARTNERS, INC.
EIN 13-3248408Latest filing 2025
Plans
3
Retirement
2
$91.4M assets
Welfare
1
$2.8M premiums
Participants
1,466
1865 PALMER AVENUE, SUITE 203 - LARCHMONT, NY 10538914-833-3000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $91.4M assets / 905 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- JOHN HANCOCK LIFE INSURANCE COMPANY99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 641 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$2.5M
- Vision$2.5M
- Prescription drug$2.5M
- Short-term disability$115K
- Long-term disability$115K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK9%
Broker market share
Schedule A broker compensation
67%top
- NFP INSURANCE SERVICES INC67%
- TOTALIS BENEFITS33%
- CORPORATE SYNERGIES GROUP LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN
401k
Assets$90.0M
Participants646
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ProfitSharing
Assets$1.3M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
L + M DEVELOPMENT PARTNERS INC. GROUP BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.8M
Covered lives641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | 401k | $90.0M | 646 | 2024 | |
| 002 | L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ProfitSharing | $1.3M | 259 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | L + M DEVELOPMENT PARTNERS INC. GROUP BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.8M | 641 | 2025 |
Retirement plans
Welfare plans