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
Filings through .
Top hat
Liberty Management Services, Inc.
EIN 41-2262515financial servicesLatest filing 2025
Plans
2
Retirement
1
$26.2M assets
Health & Benefits
1
$8.4M premiums
Participants
2,591
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.4M premiums / 907 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LIBERTY RESOURCES RETIREMENT PLAN
401(k)
Assets$26.2M
Participants1,650
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
LIBERTY RESOURCES EMPLOYEE BENEFIT PLAN
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$8.4M
Covered lives907
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LIBERTY RESOURCES RETIREMENT PLAN | 401(k) | $26.2M | 1,650 | 2025 |
- #001 · 401(k) · 20251,650
Health & Benefits plans
1 plan on this EIN
| 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 |
- #505 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025907
Retirement plans
Health & Benefits plans