Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $105.9M assets / 894 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $2.8M premiums / 641 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | 401(k) | $104.6M | 635 | 2025 |
| #002 | L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | Profit-sharing | $1.3M | 259 | 2024 |
1 plan on this EIN
| 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 |