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Sponsor portfolioWelfare / HealthEIN 56-0811549

L & M COMPANIES, INC.

2925 HUNTLEIGH DRIVE, SUITE 204 · RALEIGH, NC 27604
9199818097
Plans filed
1
Years active
2015–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$917K
No prior year
Persons covered
365
No prior year
Total participants
140
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$917K
L & M BENEFIT PLAN
Mixed365 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$664K75.5%
Dental$121K13.7%
Other$38K4.4%
Long-term disability$35K3.9%
Life$18K2.1%
Short-term disability$3K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$664K72.4%11139
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$121K13.1%11365
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$94K10.3%17357
AETNA LIFE INSURANCE COMPANY
EIN 066033492
$38K4.1%1149

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$31K$3K$34K58.8%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJAETNA LIFE INSURANCE CO., COMBINED INSURANCE$11K$0$11K19.7%1
JOE FERNANDEZPROSPER, TXAETNA LIFE INSURANCE CO.$7K$0$7K12.1%1
TBX EMPLOYEE BENEFITS LLCPLANO, TXAETNA LIFE INSURANCE CO., COMBINED INSURANCE$5K$0$5K9.4%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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