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Sponsor portfolio

LIPMAN BROTHERS LLC

EIN 62-0759627-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$39.4M assets
Welfare
1
$436K premiums
Participants
887
2815 BRICK CHURCH PIKE - NASHVILLE, TN 37207615-695-5448
Plans on this EIN
2 filings
#001401k-$39.4M - 599 part#501Mixed-$436K - 609 lives

Benefits portfolio analytics

1 plan / $436K premiums / 609 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$147K
  • Life$78K
  • Short-term disability$76K
  • Other$57K
  • Long-term disability$52K
  • Vision$26K
Total $436K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY60%
  • DELTA DENTAL OF CALIFORNIA40%
Total $436K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIPMAN BROTHERS LLC SAVINGS PLAN

401k

Assets$39.4M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIPMAN BROTHERS BENEFIT PLAN

Mixed - DELTA DENTAL OF TENNESSEE

Premiums$436K
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIPMAN BROTHERS LLC SAVINGS PLAN401k$39.4M5992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIPMAN BROTHERS BENEFIT PLANMixedDELTA DENTAL OF TENNESSEE$436K6092025
Retirement plans
Welfare plans
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