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  2. L & M SUPPLY, INC.
Sponsor portfolio

L & M SUPPLY, INC.

EIN 41-0856419-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$217K premiums
Participants
1,156
1200 E US HIGHWAY 169 - GRAND RAPIDS, MN 557443235218-326-9783
Plans on this EIN
2 filings
#001401k-$40.4M - 836 part#503Mixed-$217K - 751 lives

Benefits portfolio analytics

1 plan / $217K premiums / 751 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$217K
  • Life$217K
  • Long-term disability$217K
  • Other$217K
Total $217K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $217K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WHEELER ASSOCIATES100%
Total $16K1 slice

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 SUPPLY RETIREMENT SAVINGS PLAN

401k

Assets$40.4M
Participants836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

L&M SUPPLY, INC. EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$217K
Covered lives751
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001L & M SUPPLY RETIREMENT SAVINGS PLAN401k$40.4M8362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503L&M SUPPLY, INC. EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$217K7512024
Retirement plans
Welfare plans
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