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Sponsor portfolio

LB&B ASSOCIATES INC.

EIN 56-1768228-facilities services-Latest filing 2025
Plans
3
Retirement
2
$51.6M assets
Welfare
1
$1.5M premiums
Participants
1,598
9891 BROKEN LAND PARKWAY, SUITE 400 - COLUMBIA, MD 21046301-596-2440lbbassociates.comLinkedIn501-1000 employeesfacilities services
Plans on this EIN
3 filings
#004401k-$26.1M - 490 part#003401k-$25.4M - 485 part#502Fully Insured-$1.5M - 818 lives

Retirement portfolio analytics

2 plans aggregated / $51.6M assets / 975 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • INC. RETIREMENT PLAN (#004)51%
  • ASSOCIATES INC. 401(K) (#003)49%
Total $51.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $51.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#004)490
  • ASSOCIATES INC. 401(K) (#003)485
Total 975Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 818 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$636K
  • Life$537K
  • Short-term disability$537K
  • Long-term disability$537K
  • Other$537K
  • Dental$260K
  • +3 more
Total $1.5M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • AETNA LIFE INSURANCE COMPANY48%
  • HARTFORD LIFE AND ACCIDENT37%
  • DELTA DENTAL OF CALIFORNIA16%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

LB&B ASSOCIATES INC. RETIREMENT PLAN

401k

Assets$26.1M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LB&B ASSOCIATES INC. 401(K) PLAN

401k

Assets$25.4M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LB&B ASSOCIATES INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004LB&B ASSOCIATES INC. RETIREMENT PLAN401k$26.1M4902024
003LB&B ASSOCIATES INC. 401(K) PLAN401k$25.4M4852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LB&B ASSOCIATES INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.5M8182025
Retirement plans
Welfare plans
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