Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
3LS, INC.
EIN 47-3407777civic & social organizationLatest filing 2025
Plans
3
Retirement
2
$175.8M assets
Welfare
1
$2.3M premiums
Participants
2,123
301 SOUTH PERIMETER PARK DRIVE, SUITE 200 - NASHVILLE, TN 37211615-823-58603ls.comLinkedIn11-50 employeescivic & social organization
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $175.8M assets / 1,495 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
82%top
- (Not disclosed)82%
- TRANSAMERICA RETIREMENT SOLUTIONS18%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 682 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Other$390K
- Life$263K
- Long-term disability$263K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- LIFE INSURANCE COMPANY OF NORTH AMERICA12%
- VISION SERVICE PLAN2%
- PAN-AMERICAN LIFE INSURANCE COMPANY1%
- ULLIANCE, INC.1%
- +1 more
Broker market share
Schedule A broker compensation
38%top
- JAMES A SCOTT & SON INC38%
- HUB INTERNATIONAL MIDWEST LIMITED31%
- PAN-AMERICAN LIFE21%
- PAN-AMERICAN BENEFIT SOLUTIONS8%
- AGA INSURANCE INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
3LS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$143.4M
Participants587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
3LS, INC. 401(K) PLAN
401k
Assets$32.4M
Participants908
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
3LS, INC. TAX SAVER PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.3M
Covered lives682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 3LS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $143.4M | 587 | 2024 | |
| 001 | 3LS, INC. 401(K) PLAN | 401k | $32.4M | 908 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | 3LS, INC. TAX SAVER PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.3M | 682 | 2025 |
Retirement plans
Welfare plans