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Sponsor portfolio

LBMC, PC

EIN 62-1199757-accounting-Latest filing 2024
Plans
2
Retirement
1
$85.7M assets
Welfare
1
$279K premiums
Participants
1,552
201 FRANKLIN ROAD, PO BOX 1869 - BRENTWOOD, TN 37027615-377-4600lbmc.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filings
#001401k-$85.7M - 806 part#504Fully Insured-$279K - 746 lives

Benefits portfolio analytics

1 plan / $279K premiums / 746 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $279K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LBMC EMPLOYMENT PARTNERS100%
Total $42K1 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

LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN

401k

Assets$85.7M
Participants806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LATTIMORE BLACK MORGAN & CAIN & AFFILIATES LONG TERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$279K
Covered lives746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN401k$85.7M8062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LATTIMORE BLACK MORGAN & CAIN & AFFILIATES LONG TERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$279K7462024
Retirement plans
Welfare plans
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