PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. L&M Development Partners LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

L&M Development Partners LLC

EIN 13-3248408-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$105.9M assets
Health & Benefits
1
$2.8M premiums
Participants
1,455
1865 PALMER AVENUE, SUITE 203 - LARCHMONT, NY 10538914-833-3000
Plans on this EIN
3 filings
#001401(k)-$104.6M - 635 part#002Profit-sharing-$1.3M - 259 part#504Fully insured-$2.8M - 641 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $105.9M assets / 894 participants

Assets by plan

Share of aggregate retirement assets

  • 401K RETIREMENT Savings (#001)$104.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$1.3M
Total $105.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$104.6M
  • (Not disclosed)$1.3M
Total $105.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT Savings (#001)635
  • EMPLOYEE STOCK OWNERSHIP (#002)259
Total 894Select a row to open it

Benefits portfolio analytics

1 plan / $2.8M premiums / 641 covered lives

Coverage 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
Total $2.8M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN

401(k)

Assets$104.6M
Participants635
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Profit-sharing

Assets$1.3M
Participants259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

L + M DEVELOPMENT PARTNERS INC. GROUP BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.8M
Covered lives641
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN401(k)$104.6M6352025
#002L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLANProfit-sharing$1.3M2592024
  • L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN$104.6M
    #001 · 401(k) · 2025635
  • L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$1.3M
    #002 · Profit-sharing · 2024259

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504L + M DEVELOPMENT PARTNERS INC. GROUP BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.8M6412025
  • L + M DEVELOPMENT PARTNERS INC. GROUP BENEFITS PLAN$2.8M
    #504 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025641
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica