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Sponsor portfolioTH

LBM ADVANTAGE INC

EIN 14-1498340-building materials-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$2.1M premiums
Participants
274
555 HUDSON VALLEY DRIVE - NEW WINDSOR, NY 12553845-564-4900LinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$28.9M - 145 part#501Fully Insured-$2.1M - 126 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$101K
  • Vision$101K
  • Short-term disability$68K
  • Long-term disability$68K
  • Life$54K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • HARTFORD LIFE AND ACCIDENT3%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MARSHALL & STERLING EMPLOYEE BENEFI51%
  • FNA INSURANCE SERVICES INC49%
Total $132K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$28.9M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LBM ADVANTAGE, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST401k$28.9M1452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LBM ADVANTAGE, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.1M1262025
Retirement plans
Welfare plans
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