PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. L & M Companies, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

L & M Companies, Inc.

EIN 56-0811549-food production-Latest filing 2025
Plans
2
Retirement
1
$50.3M assets
Health & Benefits
1
$977K premiums
Participants
452
2925 HUNTLEIGH DRIVE, SUITE 204 - RALEIGH, NC 27604919-981-8097lmcompanies.comLinkedIn51-200 employeesfood production
Plans on this EIN
2 filings
#001401(k)-$50.3M - 281 part#501Mixed-$977K - 65 lives

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

Benefits portfolio analytics

1 plan / $977K premiums / 65 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$697K
  • Dental$132K
  • Other$49K
  • Life$16K
  • Short-term disability$16K
  • Long-term disability$16K
Total $977K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$50.3M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

L & M BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$977K
Covered lives65
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN401(k)$50.3M2812024
  • L&M FAMILY OF COMPANIES 401(K) AND PROFIT SHARING PLAN$50.3M
    #001 · 401(k) · 2024281

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501L & M BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$977K652025
  • L & M BENEFIT PLAN$977K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 202565
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica