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Sponsor portfolio

LEO KOB CO., INC.

EIN 23-2244008-construction-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$123K premiums
Participants
91
303 JONLYN DR - ELIZABETHTOWN, PA 170229304717-367-1363leokobco.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$3.0M - 55 part#501Mixed-$123K - 36 lives

Benefits portfolio analytics

1 plan / $123K premiums / 36 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$112K
  • Other$12K
  • Life$7K
Total $123K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HM LIFE INSURANCE COMPANY90%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • MADISON NATIONAL LIFE INSURANCE COMPANY0%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY0%
  • +1 more
Total $123K6 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • BROWN & BROWN INSURANCE SERVICES37%
  • ACRIALPS LLC29%
  • GEORGE MICHAEL SORRENTINO7%
  • CHRISTINA STAHL7%
  • ALEXANDRA DIANE SORRENTINO4%
  • +3 more
Total $7K8 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

LEO KOB CO., INC. 401(K) PLAN

401k

Assets$3.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEO KOB COMPANY, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$123K
Covered lives36
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEO KOB CO., INC. 401(K) PLAN401k$3.0M552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEO KOB COMPANY, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$123K362024
Retirement plans
Welfare plans
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