PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LM SANDLER & SONS INC
Sponsor portfolio

LM SANDLER & SONS INC

EIN 54-1737065-Latest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$853K premiums
Participants
750
448 VIKING DR STE 220 - VIRGINIA BEACH, VA 234527331757-463-5000
Plans on this EIN
2 filings
#001401k-$30.5M - 413 part#502Fully Insured-$853K - 333 lives

Benefits portfolio analytics

1 plan / $853K premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$622K
  • Health$615K
  • Dental$615K
  • Long-term disability$117K
  • Short-term disability$58K
  • Life$56K
Total $853K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • ANTHEM LIFE INSURANCE COMPANY72%
  • STANDARD INSURANCE COMPANY28%
Total $853K2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • THE SPINDEL AGENCY LLC56%
  • THE FRIEDEN AGENCY INC43%
  • LANDWEHR INSURANCE SERVICES INC0%
Total $44K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SANDLER RETIREMENT PLAN

401k

Assets$30.5M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LM SANDLER & SONS INC. FLEXIBLE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VA

Premiums$853K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANDLER RETIREMENT PLAN401k$30.5M4132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LM SANDLER & SONS INC. FLEXIBLE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF VA$853K3332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica