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Sponsor portfolio

LM SERVICES

EIN 43-1724712-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$4.6M premiums
Participants
3,630
111 WESTPORT PLAZA, SUITE 500 - ST. LOUIS, MO 63146314-434-9500
Plans on this EIN
2 filings
#001401k-$9.3M - 2,936 part#501Fully Insured-$4.6M - 915 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 915 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Health$4.5M
  • Dental$4.5M
  • Vision$4.5M
  • Life$333K
  • Short-term disability$333K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HEALTH NET93%
  • ANTHEM LIFE INSURANCE COMPANY7%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $176K1 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

LM SERVICES RETIREMENT SAVINGS PLAN

401k

Assets$9.3M
Participants2,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LM SERVICES WELFARE BENEFITS PLAN

Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives915
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LM SERVICES RETIREMENT SAVINGS PLAN401k$9.3M2,9362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LM SERVICES WELFARE BENEFITS PLANFully InsuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$4.6M9152025
Retirement plans
Welfare plans
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