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Form 5500 · Retirement plan · LARCHMONT, NY

L&M DEVELOPMENT PARTNERS LLC

The filing calls this plan L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN.

L&M DEVELOPMENT PARTNERS LLC of LARCHMONT, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3248408 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
616
Contracts on file
2
Contract value
$89,179,193
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK.

The contracts held $89,179,193 at the end of the plan year, as reported on Schedule A.

$17,064 in agent commissions is disclosed across the contracts; PCF INSURANCE SERVICES OF THE WEST is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC539December$89,179,193$17,064
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC1December$11,256$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
L&M DEVELOPMENT PARTNERS LLC
EIN 13-3248408

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$90,041,744
Paid out in benefits
$15,130,979
Participants at the start of the year
616
Participants with account balances
528

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-2672154
LIPSKY, GOODKIN & CO., P.C.
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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