Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
LATHROP GPM LLP
EIN 43-0948710Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$453.8M assets
Welfare
1
$780K premiums
Participants
1,650
2345 GRAND BOULEVARD, SUITE 2200 - KANSAS CITY, MO 64108816-292-2000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $453.8M assets / 1,185 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $780K premiums / 624 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$741K
- Life$605K
- Long-term disability$605K
- Vision$39K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- SYMETRA LIFE INSURANCE COMPANY91%
- EYEMED VISION CARE5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
95%top
- LOCKTON COMPANIES, LLC95%
- CHRISTINE M. MCCULLUGH5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LATHROP GPM LLP RETIREMENT PLAN AND TRUST
401k
Assets$349.2M
Participants898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LATHROP GPM LLP 401(K) PLAN
401k
Assets$104.6M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH, LIFE, DENTAL, VISION, LTD, AD&D AND GROUP LONG TERM CARE PROGRAM FOR LATHROP GPM
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$780K
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LATHROP GPM LLP RETIREMENT PLAN AND TRUST | 401k | $349.2M | 898 | 2024 | |
| 003 | LATHROP GPM LLP 401(K) PLAN | 401k | $104.6M | 287 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH, LIFE, DENTAL, VISION, LTD, AD&D AND GROUP LONG TERM CARE PROGRAM FOR LATHROP GPM | Mixed | SYMETRA LIFE INSURANCE COMPANY | $780K | 624 | 2024 |
Retirement plans
Welfare plans