Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Dental$274K
- Vision$274K
- Life$274K
- Short-term disability$274K
- +2 more
Sponsor portfolio
LEANDATA, INC.
EIN 35-2444407computer softwareLatest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$2.4M premiums
Participants
467
2901 PATRICK HENRY DRIVE - SANTA CLARA, CA 95054510-449-4158leandata.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 186 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- AETNA LIFE INSURANCE COMPANY66%
- KAISER FOUNDATION HEALTH PLAN INC23%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
Broker market share
Schedule A broker compensation
100%top
- VITA INSURANCE ASSOCIATES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEANDATA INC 401(K) PLAN
401k
Assets$12.9M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE LEANDATA EMPLOYEE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.4M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEANDATA INC 401(K) PLAN | 401k | $12.9M | 302 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE LEANDATA EMPLOYEE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.4M | 186 | 2025 |
Retirement plans
Welfare plans