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Sponsor portfolioTH

LEADER BANK, NA

EIN 04-3557920-banking-Latest filing 2025
Plans
4
Retirement
1
$62.6M assets
Welfare
3
$6.6M premiums
Participants
1,301
180 MASSACHUSETTS AVENUE - ARLINGTON, MA 02474781-641-7555leaderbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#001401k-$62.6M - 482 part#504Fully Insured-$6.6M - 759 lives#505Self Funded-0 lives#506Self Funded-0 lives

Benefits portfolio analytics

3 plans / $6.6M premiums / 759 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Dental$390K
  • Other$317K
  • Life$283K
  • Short-term disability$283K
  • Long-term disability$283K
  • +1 more
Total $6.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MASS GENERAL BRIGHAM HEALTH PLAN89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • +1 more
Total $6.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • DIGITAL INSURANCE LLC87%
  • CENTRO BENEFITS RESEARCH LLC10%
  • MASS FNCL SVCS INS AGCY INC2%
Total $136K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEADER BANK 401K PLAN

401k

Assets$62.6M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LEADER BANK, NA EMPLOYEE BENEFIT PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$6.6M
Covered lives759
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LEADER BANK FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

LEADER BANK HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEADER BANK 401K PLAN401k$62.6M4822024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LEADER BANK, NA EMPLOYEE BENEFIT PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$6.6M7592025
505LEADER BANK FLEXIBLE SPENDING ACCOUNTSelf Funded-$002025
506LEADER BANK HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
Retirement plans
Welfare plans
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