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 / $246.5M assets / 582 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $5.5M premiums / 670 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.
ESOP
401(k)
Fully insured - HIGHMARK INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | L/B WATER SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $224.1M | 317 | 2025 |
| #001 | L/B WATER SERVICE, INC. 401(K) PLAN | 401(k) | $22.4M | 265 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | L/B WATER SERVICE, INC. MEDICAL INSURANCE PLAN | Fully insured | HIGHMARK INC. | $5.5M | 670 | 2025 |