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Sponsor portfolio

PRICE LEBLANC LC

EIN 72-0691466-Latest filing 2025
Plans
2
Retirement
1
$51.8M assets
Welfare
1
$389K premiums
Participants
648
P. O. BOX 86330 - BATON ROUGE, LA 708796330225-408-1100
Plans on this EIN
2 filings
#001401k-$51.8M - 394 part#501Mixed-$389K - 374 lives

Benefits portfolio analytics

1 plan / $389K premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$298K
  • Short-term disability$212K
  • Long-term disability$212K
  • Other$167K
  • Dental$90K
  • Vision$83K
Total $389K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA55%
  • AMERITAS LIFE INSURANCE CORP.21%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY18%
  • TRUSTMARK INSURANCE COMPANY4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $389K5 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • GALLAGHER BENEFIT SERVICES, INC.42%
  • PRICE LEBLANC AGENCY, L.C.15%
  • SOUTHERN NATL MKTG COMPANY14%
  • CHARLOTTE SANTA CRUZ10%
  • CHARLOTTE R SANTA CRUZ9%
  • +1 more
Total $76K6 slices

Plan deep-dives

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

PRICE LEBLANC 401(K) SAVINGS PLAN

401k

Assets$51.8M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRICE LEBLANC LC FLEXIBLE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$389K
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRICE LEBLANC 401(K) SAVINGS PLAN401k$51.8M3942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRICE LEBLANC LC FLEXIBLE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$389K3742025
Retirement plans
Welfare plans
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