Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LBCE HOLDINGS, INC.
EIN 61-1099661Management of Companies and EnterprisesLatest filing 2025
Plans
3
Retirement
2
$418.5M assets
Welfare
1
$759K premiums
Participants
2,683
2651 PALUMBO DRIVE - LEXINGTON, KY 40509859-263-5200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $418.5M assets / 1,687 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- (Not disclosed)56%
- T ROWE PRICE RPS INC44%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $759K premiums / 1,506 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$681K
- Life$662K
- Long-term disability$662K
- Vision$78K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- HARTFORD LIFE AND ACCIDENT87%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
- ACCESS WELLNESS GROUP, INC.2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LINK-BELT CONSTRUCTION EQUIPMENT COMPANY EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$235.3M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LINK-BELT EMPLOYEES' SAVINGS & INVESTMENT PLAN
401k
Assets$183.2M
Participants1,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
LINK-BELT HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$759K
Covered lives1,506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LINK-BELT CONSTRUCTION EQUIPMENT COMPANY EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $235.3M | 441 | 2025 | |
| 002 | LINK-BELT EMPLOYEES' SAVINGS & INVESTMENT PLAN | 401k | $183.2M | 1,246 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | LINK-BELT HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $759K | 1,506 | 2025 |
Retirement plans
Welfare plans