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Sponsor portfolio

LEANTAAS, INC.

EIN 27-2113973-computer software-Latest filing 2025
Plans
2
Retirement
1
$46.9M assets
Welfare
1
$6.1M premiums
Participants
937
3945 FREEDOM CIRCLE, SUITE 1000 - SANTA CLARA, CA 95054650-409-5073leantaas.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$46.9M - 515 part#501Fully Insured-$6.1M - 677 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Dental$465K
  • Vision$239K
  • Life$184K
  • Short-term disability$184K
  • +2 more
Total $6.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $374K1 slice

Plan deep-dives

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

LEANTAAS 401(K) SAVINGS PLAN

401k

Assets$46.9M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEANTAAS, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$6.1M
Covered lives677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEANTAAS 401(K) SAVINGS PLAN401k$46.9M5152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEANTAAS, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$6.1M6772025
Retirement plans
Welfare plans
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