Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LBCE HOLDINGS, INC.
EIN 61-1099661Management of Companies and EnterprisesLatest filing 2024
Plans
3
Retirement
2
$370.3M assets
Welfare
1
$720K premiums
Participants
2,523
2651 PALUMBO DRIVE - LEXINGTON, KY 40509859-263-5200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $370.3M assets / 1,540 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- T ROWE PRICE RPS INC42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $720K premiums / 1,770 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$645K
- Life$627K
- Long-term disability$627K
- Vision$75K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- HARTFORD LIFE AND ACCIDENT87%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
- ACCESS WELLNESS GROUP, INC.3%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
- LOCKTON COMPANIES, LLC0%
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$215.6M
Participants446
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$154.7M
Participants1,094
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$720K
Covered lives1,770
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 | $215.6M | 446 | 2024 | |
| 002 | LINK-BELT EMPLOYEES' SAVINGS & INVESTMENT PLAN | 401k | $154.7M | 1,094 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | LINK-BELT HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $720K | 1,770 | 2024 |
Retirement plans
Welfare plans