Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.7M
- Dental$629K
- Life$629K
- Long-term disability$629K
- Other$629K
- Vision$70K
Sponsor portfolioTH
LIBERTY MANAGEMENT SERVICES, INC
EIN 41-2262515financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$8.4M premiums
Participants
2,507
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.4M premiums / 907 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- KONA HR CONSULTING GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIBERTY RESOURCES RETIREMENT PLAN
401k
Assets$21.0M
Participants1,566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
LIBERTY RESOURCES EMPLOYEE BENEFIT PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$8.4M
Covered lives907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIBERTY RESOURCES RETIREMENT PLAN | 401k | $21.0M | 1,566 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | LIBERTY RESOURCES EMPLOYEE BENEFIT PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $8.4M | 907 | 2025 |
Retirement plans
Welfare plans