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Sponsor portfolio

THE LEONA GROUP, LLC

EIN 38-3311066-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$453K premiums
Participants
1,988
2125 UNIVERSITY PARK DRIVE - OKEMOS, MI 48864517-333-9030leonagroupmw.comLinkedIn1001-5000 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$37.0M - 1,048 part#503Mixed-$453K - 1,287 lives

Benefits portfolio analytics

1 plan / $453K premiums / 1,287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$387K
  • Life$274K
  • Long-term disability$274K
  • Vision$65K
Total $453K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HARTFORD LIFE AND ACCIDENT60%
  • RELIASTAR LIFE INSURANCE COMPANY21%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
  • ARMADACARE0%
Total $453K5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • GALLAGHER BENEFIT SERVICES, INC.57%
  • BENE RE LLC32%
  • ELSON HARKEMA7%
  • HEATHER PINARD2%
  • JACQUELINE TURKEY HARKEMA REV TRUST2%
  • +3 more
Total $23K8 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

THE LEONA GROUP, LLC EMPLOYEE DEFERRED COMPENSATION PLAN

401k

Assets$37.0M
Participants1,048
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE LEONA GROUP, LLC EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$453K
Covered lives1,287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEONA GROUP, LLC EMPLOYEE DEFERRED COMPENSATION PLAN401k$37.0M1,0482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE LEONA GROUP, LLC EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$453K1,2872025
Retirement plans
Welfare plans
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