Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Fully Insured - HIGHMARK INC.
| 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 | 401k | $22.4M | 265 | 2025 |
| 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 |