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  2. L. Fishman & Son, Inc.
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Filings through Oct 24, 2026.

L. Fishman & Son, Inc.

EIN 52-0999493-Wholesale Trade-Latest filing 2025
Plans
5
Retirement
2
$129.0M assets
Health & Benefits
3
$168K premiums
Participants
2,146
6301 E LOMBARD ST - BALTIMORE, MD 212241734410-633-0066
Plans on this EIN
5 filings
#002ESOP-$107.1M - 355 part#001401(k)-$21.9M - 329 part#502Fully insured-$139K - 642 lives#503Mixed-$29K - 376 lives#501Self-funded-444 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $129.0M assets / 684 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$107.1M
  • PROFIT SHARING PLAN (#001)$21.9M
Total $129.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)355
  • PROFIT SHARING PLAN (#001)329
Total 684Select a row to open it

Benefits portfolio analytics

3 plans / $168K premiums / 1,462 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$139K
  • Life$139K
  • Other$139K
  • Vision$29K
Total $168K4 rows
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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#002

L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$107.1M
Participants355
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$21.9M
Participants329
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

L. FISHMAN & SON, INC. DENTAL, LIFE & AD&D BENEFITS PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$139K
Covered lives642
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

L. FISHMAN & SON, INC. VISION PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$29K
Covered lives376
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

L. FISHMAN & SON, INC. EMPLOYEE BENEFIT PLAN

Self-funded - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$0
Covered lives444
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$107.1M3552025
#001L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN401(k)$21.9M3292025
  • L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN$107.1M
    #002 · ESOP · 2025355
  • L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN$21.9M
    #001 · 401(k) · 2025329

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502L. FISHMAN & SON, INC. DENTAL, LIFE & AD&D BENEFITS PLANFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$139K6422025
#503L. FISHMAN & SON, INC. VISION PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$29K3762025
#501L. FISHMAN & SON, INC. EMPLOYEE BENEFIT PLANSelf-fundedCIGNA HEALTH AND LIFE INSURANCE COMPANY$04442025
  • L. FISHMAN & SON, INC. DENTAL, LIFE & AD&D BENEFITS PLAN$139K
    #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025642
  • L. FISHMAN & SON, INC. VISION PLAN$29K
    #503 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025376
  • L. FISHMAN & SON, INC. EMPLOYEE BENEFIT PLAN$0
    #501 · Self-funded · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025444
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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