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Sponsor portfolio

LEPPO, INC.

EIN 34-0907347-construction-Latest filing 2024
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$439K premiums
Participants
612
826 OVERHOLT ROAD - KENT, OH 44240330-630-6588lepporents.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$30.2M - 307 part#502Mixed-$439K - 505 lives

Benefits portfolio analytics

1 plan / $439K premiums / 505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$226K
  • Life$200K
  • Long-term disability$200K
  • Dental$178K
  • Vision$36K
Total $439K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA46%
  • DELTA DENTAL OF CALIFORNIA40%
  • EYEMED VISION CARE8%
  • TELADOC5%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $439K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • UNKNOWN0%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEPPO, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$30.2M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEPPO HEALTH & WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$439K
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEPPO, INC. PROFIT SHARING AND 401(K) PLAN401k$30.2M3072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEPPO HEALTH & WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$439K5052024
Retirement plans
Welfare plans
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