Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LASALLE BRISTOL LP
EIN 35-1499063wholesaleLatest filing 2024
Plans
3
Retirement
2
$32.9M assets
Welfare
1
$132K premiums
Participants
1,065
PO BOX 98, 601 CR 17 - ELKHART, IN 465150098574-295-4400lasallebristol.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.9M assets / 704 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $132K premiums / 361 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- GIBSON INSURANCE AGENCY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LASALLE BRISTOL, LP 401(K) PLAN
401k
Assets$24.1M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LASALLE BRISTOL LP PENSION PLAN
TraditionalDB
Assets$8.8M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
LASALLE BRISTOL GROUP BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$132K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LASALLE BRISTOL, LP 401(K) PLAN | 401k | $24.1M | 472 | 2024 | |
| 001 | LASALLE BRISTOL LP PENSION PLAN | TraditionalDB | $8.8M | 232 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | LASALLE BRISTOL GROUP BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $132K | 361 | 2024 |
Retirement plans
Welfare plans