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Sponsor portfolio

LS3P ASSOCIATES LTD.

EIN 57-0475651-architecture & planning-Latest filing 2024
Plans
4
Retirement
3
$79.8M assets
Welfare
1
$3.8M premiums
Participants
1,320
205 1/2 KING STREET - CHARLESTON, SC 29401843-577-4444ls3p.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
4 filings
#001401k-$72.3M - 630 part#002ProfitSharing-$4.6M - 107 part#003TraditionalDB-$2.9M - 103 part#501Mixed-$3.8M - 556 lives

Retirement portfolio analytics

3 plans aggregated / $79.8M assets / 840 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • LS3P 401(K) (#001)91%
  • PROFIT SHARING PLAN (#002)6%
  • DEFINED BENEFIT PLAN (#003)4%
Total $79.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • CHARLES SCHWAB & CO., INC.91%
  • (Not disclosed)9%
Total $79.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LS3P 401(K) (#001)630
  • PROFIT SHARING PLAN (#002)107
  • DEFINED BENEFIT PLAN (#003)103
Total 840Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Life$171K
  • Other$147K
  • Long-term disability$117K
  • Short-term disability$73K
  • Vision$68K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE2%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • NFP INSURANCE SERVICES INC64%
  • ASSUREDPARTNERS29%
  • AP BENEFIT ADVISORS, LLC7%
  • SBP, LLC1%
Total $123K4 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

LS3P 401(K) PLAN

401k

Assets$72.3M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LS3P PROFIT SHARING PLAN

ProfitSharing

Assets$4.6M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LS3P DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.9M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LS3P ASSOCIATES LTD CAFETERIA PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001LS3P 401(K) PLAN401k$72.3M6302024
002LS3P PROFIT SHARING PLANProfitSharing$4.6M1072024
003LS3P DEFINED BENEFIT PLANTraditionalDB$2.9M1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LS3P ASSOCIATES LTD CAFETERIA PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.8M5562024
Retirement plans
Welfare plans
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