Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $93.2M assets / 153 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 120 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LIGHTFOOT, FRANKLIN & WHITE, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $90.9M | 112 | 2025 |
| #002 | LIGHTFOOT, FRANKLIN, & WHITE, LLC ASSOCIATES' MATCH PLAN | 401(k) | $2.3M | 41 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LIGHTFOOT, FRANKLIN AND WHITE, LLC EMPLOYEE BENEFITS PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.2M | 120 | 2025 |