Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$664K
- Dental$121K
- Other$38K
- Long-term disability$35K
- Life$18K
- Short-term disability$3K
Sponsor portfolio
L&M COMPANIES, INC.
EIN 56-0811549food productionLatest filing 2024
Plans
2
Retirement
1
$50.3M assets
Welfare
1
$917K premiums
Participants
421
2925 HUNTLEIGH DRIVE, SUITE 204 - RALEIGH, NC 27604919-981-8097lmcompanies.comLinkedIn51-200 employeesfood production
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $917K premiums / 365 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- SUN LIFE ASSURANCE COMPANY OF CANADA72%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- AETNA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
59%top
- AON CONSULTING INC59%
- CUSTOM BENEFIT PROGRAMS INC20%
- JOE FERNANDEZ12%
- TBX EMPLOYEE BENEFITS LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN
401k
Assets$50.3M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
L & M BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$917K
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN | 401k | $50.3M | 281 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | L & M BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $917K | 365 | 2024 |
Retirement plans
Welfare plans