Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$48K
- Vision$48K
- Life$23K
- Short-term disability$23K
- Long-term disability$23K
Sponsor portfolio
LEVERING MANAGEMENT INC.
EIN 31-0851940hospital & health careLatest filing 2024
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$71K premiums
Participants
349
201 N. MAIN ST. - MT VERNON, OH 43050740-397-8940leveringmanagement.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $71K premiums / 64 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA67%
- SUN LIFE ASSURANCE COMPANY OF CANADA33%
Broker market share
Schedule A broker compensation
65%top
- DUMBAUGH INSURANCE AGENCY INC65%
- REX LINKENBACH35%
- LIFETIME FINANCIAL GROWTH OF N0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEVERING MANAGEMENT, INC. AND AFFILIATES RETIREMENT PLAN
401k
Assets$4.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEVERING MANAGEMENT & AFFILIATES, INC. WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$71K
Covered lives64
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEVERING MANAGEMENT, INC. AND AFFILIATES RETIREMENT PLAN | 401k | $4.4M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEVERING MANAGEMENT & AFFILIATES, INC. WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $71K | 64 | 2024 |
Retirement plans
Welfare plans