Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$17K
- Other$17K
- Vision$4K
Sponsor portfolioTH
LEO, INC.
EIN 04-2378885individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$21K premiums
Participants
260
156 BROAD ST - LYNN, MA 019011603781-581-7220leoinc.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $21K premiums / 114 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- HARTFORD LIFE AND ACCIDENT82%
- BLUE CROSS OF CALIFORNIA18%
Broker market share
Schedule A broker compensation
61%top
- THE BALDWIN GROUP WEST LLC61%
- INDIGO INSURANCE SERVICES37%
- BALDWIN KRYSTYN SHERMAN PARTNERS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEO, INC. 403(B) PLAN
403b
Assets$7.2M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LEO, INC. WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$21K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEO, INC. 403(B) PLAN | 403b | $7.2M | 146 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LEO, INC. WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $21K | 114 | 2025 |
Retirement plans
Welfare plans