Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L. FISHMAN & SON, INC.
EIN 52-0999493Wholesale TradeLatest filing 2024
Plans
5
Retirement
2
$125.5M assets
Welfare
3
$153K premiums
Participants
1,968
6301 E. LOMBARD ST. - BALTIMORE, MD 212241734410-633-0066
Retirement portfolio analytics
2 plans aggregated / $125.5M assets / 606 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $153K premiums / 1,362 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$126K
- Life$126K
- Other$126K
- Vision$27K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
60%top
- WILLIAM PENNINGTON60%
- GIS BENEFITS INC40%
- THP INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$105.2M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$20.3M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
L. FISHMAN & SON, INC. DENTAL, LIFE & AD&D BENEFITS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$126K
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
L. FISHMAN & SON, INC. VISION PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$27K
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
L. FISHMAN & SON, INC. EMPLOYEE BENEFIT PLAN
Self Funded - OPTUM MTP
Premiums$0
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $105.2M | 310 | 2024 | |
| 001 | L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN | 401k | $20.3M | 296 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | L. FISHMAN & SON, INC. DENTAL, LIFE & AD&D BENEFITS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $126K | 598 | 2024 | |
| 503 | L. FISHMAN & SON, INC. VISION PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $27K | 331 | 2024 | |
| 501 | L. FISHMAN & SON, INC. EMPLOYEE BENEFIT PLAN | Self Funded | OPTUM MTP | $0 | 433 | 2024 |
Retirement plans
Welfare plans